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
Advent AxysAdvent Software Inc.
Advent Portfolio ExchangeAdvent Software
DocuXplorer SoftwareArchive Power Systems Inc.
Ebix CRM SmartOfficeEbix
Examiner Wolters Kluwer Financial Services Inc.
FDx SingleSight
FDx SingleSightFolioDynamix
Finance Logix®Finance Logix
Junxure ClientView LiveJunxure
NRS ComplianceMAXnone
NRS ComplianceMAX Audit Technology
NRS ComplianceMAX Continuing Education Module
NRS ComplianceMAX Public Communications and Advertising Review Module
NRS ComplianceMAX Rep Insight Module
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 Salesforce

26 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.