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.
Alpha Theory
AppCrown - Cloud based CRM system built for wealth managementSalesforce.com
ByAllAccounts Inc.Morningstar Inc.
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Consortium BD Forms & Research LibraryThe Consortium
Consortium Business Continuity Plan (BCP) / Disaster Recovery PlanThe Consortium
Consortium Identity Theft Prevention ProgramThe Consortium
Consortium Investment Policy StatementThe Consortium
Consortium RIA Forms & Research LibraryThe Consortium
Dynamo Platform for Investment OperationsNetage Solutions
Easy MoneyMoney Tree Software
eMoney 360
eMoney 360 Pro
FIAnalystLiteTorrid Technologies
Global Relay ArchiveGlobal Relay
Golden Years Cash FlowMoney Tree Software
Income DiscoveryFiducioso Advisors
Interactive Advisory Software (IAS)none
MyVest Strategic Portfolio SystemMyVest
NRS ComplianceGuardian Policy Architect Module
NRS ComplianceMAX Audit Technology
Portfolio Pathway
SecureMail & Email Encryption, Elements Compliance PlatformErado
Social Security CheckupOMYEN Corp.
Social Security Maximizer? (FREE)OMYEN Corp.

32 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.