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.
Finance LogixÂ® combines the latest technologies with easy to use financial planning tools to help you grow your business, enhance the services you provide your clients all while enabling you to spend less time constructing plans and more time implementing them.
Junxure provides CRM technology, consulting and training to help advisors build their dream firm. With 96% client retention and more than 10,000 active users, Junxure CRM is a comprehensive, integrated solution designed exclusively for financial advisors.
NRS ComplianceMAX is a compliance and risk management platform for broker-dealers, mutual fund companies, investment advisors, banks and insurance companies.
|Total Rebalance Expert|
TRX is the industry's leading independent portfolio rebalancing system. Find out how you can benefit from a patented, tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor to simplify portfolio management. www.trxpert.com
|Advent Axys||Advent Software Inc.|
|Advent Portfolio Exchange||Advent Software Inc.|
|DocuXplorer Software||Archive Power Systems Inc.|
|Junxure ClientView Live||CRM Software Inc.|
|MyDoX Digital Signatures||SIGNiX Inc.|
|Rebalance Express||RedBlack Software LLC|
|RIA Express - ADV Drafter|
|RIA Express - Compliance Manual Drafter|
|RIA Express - Compliance Review|
|XLR8||Concenter Services LLC|
|XportPro||Advisor Exchange LLC|
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