Top 25 technology products used by advisers

JUL 30, 2014
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

Latest News

Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York
Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York

Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.

UBS loses arbitration battle in fiduciary fight over foundation funds
UBS loses arbitration battle in fiduciary fight over foundation funds

A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.

RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee
RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee

NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.

Three easy ways to boost your firm’s impact this summer
Three easy ways to boost your firm’s impact this summer

Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.

Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite
Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite

Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.