| 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
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
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.
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.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
