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
Short sellers previously said the company was under investigation, though Roblox denied allegations.
The Consumer Financial Protection Bureau is in the crosshairs of the Republican group that is widely attempting to dismantle government agencies.
National Securities Corp. sued the advisor in 2020, alleging breach of contract and unjust enrichment.
Recent data support a measured pace by the Federal Reserve for the year ahead.
Financial advisors are still adding alternatives despite the surge in publicly traded stock prices
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.
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