|Dynamic Client Newsletter Solution|
Created by a financial advisor, we use current technology to provide you with a dynamic (works like a mini-website) client newsletter that is personally branded for your independent office, broker dealer firm, or fund company.
AdvisoryWorld provides Portfolio Analytics, Investment Planning and Proposal Generation Apps and Services to investment professionals. The applications enable advisors to review asset allocation and optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.
|Advent Axys||Advent Software Inc.|
|AppCrown - Cloud based CRM system built for wealth management||Salesforce.com|
|ByAllAccounts Inc.||Morningstar Inc.|
|Compliance Console by Techmate||C5 Solutions for Broker Dealers, by Techmate|
|Consortium BD Forms & Research Library||The Consortium|
|Consortium Business Continuity Plan (BCP) / Disaster Recovery Plan||The Consortium|
|Consortium RIA Forms & Research Library||The Consortium|
|Easy Money||Money Tree Software|
|eMoney 360 Pro|
|Global Relay Archive||Global Relay|
|Golden Years Cash Flow||Money Tree Software|
|Income Discovery||Fiducioso Advisors|
|Interactive Advisory Software (IAS)|
|MyOffice Work Portals|
|MyVest Strategic Portfolio System||MyVest|
|NRS ComplianceGuardian Policy Architect Module|
|PARis; Performance Analysis & Reporting Information System||Investment Metrics LLC|
|Retirement Income Asset Manager by WHEEL|
|SecureMail & Email Encryption, Elements Compliance Platform||Erado|
|Sycamore Client Manager|
|Sycamore Client, Compliance and Commission Platform|
|Sycamore Commission Manager|
|Sycamore Compliance Manager|
To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at INemail@example.com.
For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or firstname.lastname@example.org.