Featured Research

The 2013 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

All Products

Name ▼Vendor
Adhesion Wealth Management Platform
Advisor Websites
Albridge Wealth ReportingAlbridge, an affiliate of Pershing
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
Cheshire Wealth ManagerCheshire Software Inc.
DocuXplorer SoftwareArchive Power Systems Inc.
FinFolio Work Station
Golden Years Cash FlowMoney Tree Software
Grendel Online - Client Wealth CenterBig Brain Works LLC
Interactive Advisory Software (IAS)
Junxure ClientView LiveJunxure
Morningstar Advisor WorkstationMorningstar Inc.
NRS ComplianceMAX Public Communications and Advertising Review Module
Portfolio Pathway
RebalNowMarketware International Inc.
RetirementView - ProfessionalTorrid Technologies
RetirementView360 Marketing
RIA Express - Compliance ReviewRIA Compliance Consultants
TradeWarrior Software
Unified Wealth PlatformFiserv
Wealth Planner?OMYEN Corp.
Wealth Portal 360Fusion Advisor
Wealthcare RIA Services
WealthStation Financial PlanningSunGard Financial Systems
WealthTec Suite
WebCalcs for Advisors
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate

37 results

To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.