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 Logix® 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.
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|
|DocuXplorer Software||Archive Power Systems Inc.|
|Ebix CRM SmartOffice||Ebix|
|Examiner||Wolters Kluwer Financial Services Inc.|
|Junxure ClientView Live||Junxure|
|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 Express||RedBlack Software|
|RIA Express - Compliance Manual Drafter||RIA Compliance Consultants|
|RIA Express - Compliance Review||RIA Compliance Consultants|
|Social Security Maximizer? (FREE)||OMYEN Corp.|
|Total Portfolio Expert||TRX|
|XLR8 for Salesforce|
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