Advisor Xi is an integrated web-based platform designed specifically to address the needs of today's independent registered investment advisor (RIA). Advisor Xi deeply integrates leading portfolio management, performance reporting, billing, portfolio rebalancing and trading software with an online client portal and an enterprise-level CRM.
|Ebix CRM SmartOffice||Ebix|
|Finance Logix||Finance Logix|
|Junxure ClientView Live||Junxure|
|NRS ComplianceMAX||National Regulatory Services|
|NRS ComplianceMAX Audit Technology||National Regulatory Services|
|NRS ComplianceMAX Continuing Education Module||National Regulatory Services|
|NRS ComplianceMAX Public Communications and Advertising Review Module||National Regulatory Services|
|NRS ComplianceMAX Rep Insight Module||National Regulatory Services|
|Personal Financial Index®||OMYEN Corp.|
|RIA Express - Compliance Manual Drafter||RIA Compliance Consultants|
|RIA Express - Compliance Review||RIA Compliance Consultants|
|Social Security Maximizer? (FREE)||OMYEN Corp.|
|XLR8 for Salesforce||Concenter Services|
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.