Advisor View™ provides portfolio analysis, personal dashboards, customizable PDF performance reports and powerful billing capabilities. The included client portal engages clients online with dynamic portfolio reports and document vault for secure communications.
|Dynamic Client Newsletter Solution|
Created by a financial advisor, we use current technology to provide you with a dynamic (works like a mini-website) client newsletter that is personally branded for your independent office, broker dealer firm, or fund company.
|Adhesion Wealth Management Platform|
|Albridge Wealth Reporting||Albridge, an affiliate of Pershing|
|AppCrown - Cloud based CRM system built for wealth management||Salesforce.com|
|Cheshire Wealth Manager||Cheshire Software Inc.|
|DocuXplorer Software||Archive Power Systems Inc.|
|FinFolio Work Station|
|Golden Years Cash Flow||Money Tree Software|
|Interactive Advisory Software (IAS)||none|
|InvestWorks||Investment Metrics LLC|
|Junxure ClientView Live||Junxure|
|Morningstar Advisor Workstation||Morningstar Inc.|
|NRS ComplianceMAX Public Communications and Advertising Review Module|
|RebalNow||Marketware International Inc.|
|RetirementView - Professional||Torrid Technologies|
|RIA Express - Compliance Review||RIA Compliance Consultants|
|Unified Wealth Platform||Fiserv|
|Wealth Planner||OMYEN Corp.|
|Wealth Portal 360||Fusion Advisor|
|Wealthcare RIA Services|
|WealthStation Financial Planning||SunGard Financial Systems|
|WealthTec Suite||WealthTec LLC|
|WebCalcs for Advisors|
|WinOPS / WebOPS||C5 Solutions for Broker Dealers, by Techmate|
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at INfirstname.lastname@example.org.
For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or email@example.com.