Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Bundled (multiple Products/modules Available)

Name ▼Vendor
Advisor Proposal GeneratorAdvisoryWorld
Advisor Websites
Advisor XiEnvestnet | Tamarac
Advisors AssistantClient Marketing Systems Inc.
AdvyzonyHLSoft, Inc.
AllBackoffice Consulting
BDC Mid-Market AdvantageAdvantage Data Inc.
Compliance Console by TechmateC5 Solutions for Broker Dealers, by Techmate
Consortium Investment Policy StatementThe Consortium
DonorFirst for Financial InstitutionsCrown Philanthropic Solutions
External ITExternal IT
FinFolio Work StationFinFolio, Inc.
Freewheel MarketingFreewheel Marketing
Global Stock Portfolios and StrategiesNapier Investment Advisors
ICE (Integrated Capital Engine)AdvisoryWorld
Interactive Advisory Software (IAS)Interactive Advisory Software
Junxure ClientView LiveJunxure
LOANS! For .Net - Loan Servicing SoftwareBenedict Group Inc.
Morningstar Advisor WorkstationMorningstar Inc.
Morningstar DirectMorningstar Inc.
MyVest Strategic Portfolio SystemMyVest
PCR - Aggregation & ReportingPrivate Client Resources
PlanMember Securities Corp.
Portfolio Pathway
QuesttrakQuest CE
Redtail E-mailRedtail Technology
RPAGRetirement Plan Advisory Group
Scivantage Wealth Management PlatformScivantage
SecureMail & Email Encryption, Elements Compliance PlatformErado
StockOpter ProNet Worth Strategies Inc.
StockOpter.comNet Worth Strategies Inc.
Wealth Portal 360Fusion Advisor
WealthTec SuiteWealthTec LLC
WinOPS / WebOPSC5 Solutions for Broker Dealers, by Techmate

45 results

To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Letitia Buchan at (212) 210-0451 or lbuchan@investmentnews.com.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.