Featured Products

• Advisor Rebalancing

  

  Portfolio re-balancing

• Envestnet Advisor Suite

  

  Bundled (multiple products/modules available)

• Laserfiche

  

  Document management

• Advisor View

  

  Portfolio management

• Advisor Xi

  

  Bundled (multiple products/modules available)

• Dynamic Client Newsletter Solution

  

  Marketing/Social media

• Orion Advisor Services

  

  Bundled (multiple products/modules available)

• Total Rebalance Expert

  

  Portfolio re-balancing

• Advisor CRM

  

  CRM

• Finance Logix^®

  

  Financial planning

• Advent - Black Diamond Performance Reporting

  

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• SCANalytics

  

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• NRS ComplianceMAX

  

  Compliance

Featured Research

The 2013 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.