Top 25 technology products used by advisers

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

Jul 28, 2014 @ 8:16 am

In June 2014, more than 1,100 advisers responded to an InvestmentNews survey on their technology usage and satisfaction. The results below show the most popopular products overall.

RankProduct# of usersCategory
1Redtail CRM (Redtail Technology)369CRM
2MoneyGuidePro (PIETech Inc.)341Financial planning
3Albridge Wealth Reporting (Albridge Solutions Inc.)180Account aggregation
4Albridge Wealth Reporting (Albridge, an affiliate of Pershing)177Portfolio management
5LaserApp (LaserApp Software Inc.)153Document management
6ByAllAccounts Inc. (the product name is the same as the vendor)135Account aggregation
7Finance Logix (OLTIS Software LLC)129Financial planning
8Salesforce CRM (Salesforce.com, includes versions offered by Schwab, TD Ameritrade, XLR8 and AppCrown overlay products)117CRM
8eMoney 360 (eMoney Advisor)117Financial planning
8Morningstar Office (Morningstar Inc.)117Portfolio management
11Redtail Imaging (Redtail Technology)114Document management
12PortfolioCenter (Schwab Performance Technologies)113Portfolio management
13Junxure (CRM Software Inc.)102CRM
14eMoney 360 (eMoney Advisor)85Account aggregation
15TRX (Total Rebalance Expert)66Portfolio rebalancing
16Morningstar Advisor Workstation (Morningstar Inc.)60Financial planning
17Orion Solutions (Orion Advisor Services LLC)59Portfolio management
18Grendel Online (Big Brain Works LLC)55CRM
19Microsoft Dynamics CRM (Microsoft Corp., includes Tamarac's Advisor CRM and Salentica's CRM)53CRM
20Advisor Rebalancing (Envestnet | Tamarac)52Portfolio rebalancing
21Docupace ePACS (Docuspace Technologies)51Document management
22Advent Black Diamond Performance Reporting (Advent Software Inc./Black))46Portfolio management
23Microsoft Office Document Imaging in combination with Microsoft Office SharePoint Server (Microsoft Corp.)46Document management
24Laserfiche (Laserfiche)45Document management
25iRebal, the Intelligent Rebalancer (ThinkTech Inc.)39Portfolio rebalancing

Excludes adviser created, outsourced and broker-dealer platform softwares. Source: InvestmentNews Data

Featured video

Events

InvestmentNews celebrates diversity & inclusion in the financial advice business

Highlights of the Excellence in D&I Awards, showcasing the achievements of 26 individuals and firms that are moving the needle when it comes to diversity and inclusion.

Latest news & opinion

Don't be fooled by the numbers — the industry is in a dangerously vulnerable state

Last year's stock market gains helped advisers turn in solid growth in assets and revenue, but that growth could disappear in the next market downturn.

Divided we stand: How financial advisers view President Trump

InvestmentNews poll finds 49.2% approve of his performance, while 46.7% disapprove. How has that changed over the course of his presidency?

10 states with the most college student debt

Residents of these states have the most student debt when you consider their job opportunities.

Ex-Wells Fargo brokers sue for damages, claiming they lost business in wake of scandals

In a Finra arbitration complaint, two brokers allege that Wells Fargo's problems damaged their business.

Invesco to buy OppenheimerFunds

Deal brings Invesco another $246 billion in assets, as well as high-fee actively managed funds.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print