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
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