Top 25 technology products used by advisers

The most popular products, overall, according to an InvestmentNews survey

Jul 7, 2013 @ 12:01 am

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

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