CRM

Xtiva helps leading financial service companies achieve more. Xtiva provides the leading and most respected sales performance management (SPM) and...

Madwire® is a technology company that provides business management and marketing software and services for SMBs and franchises. Madwire’s brands...

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Its reporting solutions...

ProTracker Software specializes in practice management software designed for financial planning and investment advisory businesses. ProTracker Software is based in...

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...

Equisoft wealth management solutions help financial institutions streamline processes, enhance the advisor and investor experience, and grow sales. Currently used...

We help financial professionals run better firms. If you ask what we do, we'll probably explain it by telling you...

Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to...

AdviserLogic is the award-winning and rapidly growing leader in the Adviser CRM and Practice Management software sector. Established 10 years...

Advisor Xi is a portfolio and client management platform built specifically for independent RIAs. Uniquely integrates leading portfolio management, performance...