Featured Research

The 2015 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
Featured
Advent AxysAdvent Software Inc.
Advent Portfolio ExchangeAdvent Software
DocuXplorer SoftwareArchive Power Systems Inc.
Ebix CRM SmartOfficeEbix
Examiner Wolters Kluwer Financial Services Inc.
FDx SingleSightFolioDynamix
Finance LogixFinance Logix
JunxureJunxure
Junxure ClientView LiveJunxure
MyDoXSIGNiX
NRS ComplianceMAXNational Regulatory Services
NRS ComplianceMAX Audit TechnologyNational Regulatory Services
NRS ComplianceMAX Continuing Education ModuleNational Regulatory Services
NRS ComplianceMAX Public Communications and Advertising Review ModuleNational Regulatory Services
NRS ComplianceMAX Rep Insight ModuleNational Regulatory Services
Personal Financial Index®OMYEN Corp.
RedBlack Rebalance ExpressRedBlack Software
RIA Express - Compliance Manual DrafterRIA Compliance Consultants
RIA Express - Compliance ReviewRIA Compliance Consultants
Social Security Maximizer? (FREE)OMYEN Corp.
Total Portfolio ExpertTRX
Total Rebalance ExpertTRX
XLR8 for SalesforceConcenter Services
XTRAC XTRAC Solutions

25 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.