Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk...

Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents,...

Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...

Cheshire is a leader in developing financial planning software for the wealth management industry. Their easy-to-use financial planning software and...

Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial...

A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number...

RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...

eMoney Advisor provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial...

HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...

Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers. Products such 401kFiduciaryOptimizer...

Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their...