In June 2013, more than 1,300 advisers responded to an InvestmentNews survey on their technology usage and satisfaction. The results below show the most popopular products overall.
| Product | # of users | Category | |
|---|---|---|---|
| 1 | MoneyGuidePro (PIETech Inc.) | 470 | Financial planning |
| 2 | Redtail (Redtail Technology) | 403 | CRM |
| 3 | Junxure (CRM Software Inc.) | 196 | CRM |
| 4 | PortfolioCenter (Schwab Performance Technologies) | 191 | Portfolio management |
| 5 | LaserApp (LaserApp Software Inc.) | 180 | Document management |
| 6 | Albridge Wealth Reporting (Albridge Solutions Inc.) | 158 | Account aggregation |
| 7 | Albridge Wealth Reporting (Albridge Solutions Inc.) | 157 | Portfolio management |
| 8 | ByAllAccounts Inc. | 142 | Account aggregation |
| 9 | eMoney360 (eMoney Advisor) | 123 | Financial planning |
| 10 | Morningstar Office (Morningstar Inc.) | 114 | Portfolio management |
| 11 | eMoney 360 (eMoney Advisor) | 109 | Account aggregation |
| 12 | Salesforce CRM (Salesforce.com, includes versions offered by Schwab, TD Ameritrade, XLR8 and AppCrown overlay products) | 100 | CRM |
| 13 | Redtail Imaging (Redtail Technology Inc.) | 95 | Document management |
| 14 | NRS ComplianceMAX (National Regulatory Services) | 62 | Compliance |
| 15 | Morningstar Advisor Workstation (Morningstar Inc.) | 56 | Financial planning |
| 16 | Advisor Rebalancing (Tamarac Inc.) | 56 | Portfolio rebalancing |
| 17 | Morningstar Principia CAMS (Morningstar Inc.) | 52 | Portfolio management |
| 18 | Schwab Portfolio Rebalancer (Schwab Advisor Services) | 51 | Portfolio rebalancing |
| 19 | Laserfiche (Laserfiche) | 49 | Document management |
| 20 | NaviPro Planning Suite (Zywave) | 48 | Financial planning |
| 21 | Microsoft Dynamics CRM (Microsoft Corp., includes Tamarac's Advisor CRM and that from Salentica) | 46 | CRM |
| 22 | Advent Black Diamond Performance Reporting (Advent Black Diamond) | 45 | Portfolio management |
| 23 | Worldox (World Software Corp.) | 44 | Document management |
| 24 | Paperport (Nuance Inc.) | 40 | Document management |
| 25 | Grendel Online (Big Brain Works LLC) | 38 | CRM |
| Excludes adviser created, outsourced and broker-dealer platform softwares | |||
