Top 25 technology products used by advisers
Rankings of the most frequently used software and technology products, according to an InvestmentNews survey
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 | |||
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