| Rank | Product | # of users | Category |
|---|---|---|---|
| 1 | Redtail CRM (Redtail Technology) | 369 | CRM |
| 2 | MoneyGuidePro (PIETech Inc.) | 341 | Financial planning |
| 3 | Albridge Wealth Reporting (Albridge Solutions Inc.) | 180 | Account aggregation |
| 4 | Albridge Wealth Reporting (Albridge, an affiliate of Pershing) | 177 | Portfolio management |
| 5 | LaserApp (LaserApp Software Inc.) | 153 | Document management |
| 6 | ByAllAccounts Inc. (the product name is the same as the vendor) | 135 | Account aggregation |
| 7 | Finance Logix (OLTIS Software LLC) | 129 | Financial planning |
| 8 | Salesforce CRM (Salesforce.com, includes versions offered by Schwab, TD Ameritrade, XLR8 and AppCrown overlay products) | 117 | CRM |
| 8 | eMoney 360 (eMoney Advisor) | 117 | Financial planning |
| 8 | Morningstar Office (Morningstar Inc.) | 117 | Portfolio management |
| 11 | Redtail Imaging (Redtail Technology) | 114 | Document management |
| 12 | PortfolioCenter (Schwab Performance Technologies) | 113 | Portfolio management |
| 13 | Junxure (CRM Software Inc.) | 102 | CRM |
| 14 | eMoney 360 (eMoney Advisor) | 85 | Account aggregation |
| 15 | TRX (Total Rebalance Expert) | 66 | Portfolio rebalancing |
| 16 | Morningstar Advisor Workstation (Morningstar Inc.) | 60 | Financial planning |
| 17 | Orion Solutions (Orion Advisor Services LLC) | 59 | Portfolio management |
| 18 | Grendel Online (Big Brain Works LLC) | 55 | CRM |
| 19 | Microsoft Dynamics CRM (Microsoft Corp., includes Tamarac's Advisor CRM and Salentica's CRM) | 53 | CRM |
| 20 | Advisor Rebalancing (Envestnet | Tamarac) | 52 | Portfolio rebalancing |
| 21 | Docupace ePACS (Docuspace Technologies) | 51 | Document management |
| 22 | Advent Black Diamond Performance Reporting (Advent Software Inc./Black)) | 46 | Portfolio management |
| 23 | Microsoft Office Document Imaging in combination with Microsoft Office SharePoint Server (Microsoft Corp.) | 46 | Document management |
| 24 | Laserfiche (Laserfiche) | 45 | Document management |
| 25 | iRebal, the Intelligent Rebalancer (ThinkTech Inc.) | 39 | Portfolio rebalancing |
Excludes adviser created, outsourced and broker-dealer platform softwares. Source: InvestmentNews Data
Using artificial intelligence can have benefits for both advisors and their clients, according to new research.
Broker-dealers that sold the defunct securities backed by Inspired Healthcare generated more than $100 million in fees and commissions.
FINRA barred the advisor, Sung Moo Cho, last month.
A new MetLife survey finds real estate professionals are increasingly steering clients toward tax experts as rising property values leave more sellers facing significant capital gains.
The independent broker-dealer expands its business development bench with a new recruiter and an internal promotion in the West.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
