Advisor Websites builds effective, compliant websites for financial advisors. Our award-winning technology and exceptional, unlimited support make us a go-to resource in the financial planning community.
Phone: (212) 257-8000
AdviceIQ, a digital branding platform, gives advisors daily exposure to local investors in multiple popular websites. AdviceIQ Certification, reprints and archive included.
Advisor Software, Inc.
Phone: (925) 444-1334
Advisor Software, Inc (ASI) is a leading provider of advice solutions for the advisor market. ASI has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines instutional-caliber analytics and a balance sheet approach to financial planning.
Phone: (866) 267-9825
Copytalk provides secure transcription via phone or Android application. Receive via email, secure download or CRM integration. The compliance solution that pays for itself.
Fujitsu Computer Products of America
Free up space with the Fujitsu ScanSnap scanner. This easy-to-use color scanner allows users to quickly convert paper documents to PDF files that are easily organized, shared and protected.
Phone: (866) 586-9873, opt. 2
Junxure is a practice improvement firm that provides technology, consulting and training to help advisors build their dream firm.
Kwanti provides affordable online applications for portfolio research and proposal generation using institutional-grade analytics and charts.
Phone: (800) 985-8533
Since 1987, more than 32,000 organizations have chosen Laserfiche software to streamline document, records and business process management.
Mimic Technologies, LLC
Mimic Technologies, LLC. offers customized technology solutions to the Investment Advisor Industry. Our specific services range from the Server to the Desktop with 24/7 systems Monitoring & Management, Premium End-user Support, Back-up & Disaster Recovery, Private Cloud Computing, Infrastructure hosting, Penetration Testing, Vendor and Compliance Managment and Virtual CIO. Mimic works with and supports most, if not all CRM, Portfolio Management, Financial Planning, Rebalancing, Document Management, Email Archiving and Microsoft Office software programs/platforms. Mimic is a certified Microsoft Partner and maintains its Global Information Assurance Certification (GIAC).
Money Tree Software
Phone: (877) 421-9815
Money Tree Software provides different planning styles and reporting scope with Full Featured Fundamental Planning, Flexible Comprehensive Goal Based Planning and Fine Tuned Advanced Cash Flow Planning.
Orion Advisor Services, LLC
Phone: (705) 324-8001 / 1 (800) 364-1293
PlanPlus Inc. develops financial planning software tools and training for use by financial institutions and professional advisors around the world.
Phone: (646)445-1004 Option 5
SunGard provides advisor tools including asset allocation, financial planning and client reporting; and mobile solutions that support collaboration.
Trust Builders, Inc.
Phone: (503) 831-1111
The Retirement Analysis Kit (TRAK) is financial planning software specifically focused on efficient and effective retirement planning.
Phone: (877) 699-9928
Zywave delivers innovative technology solutions for financial services firms around the world to enhance client service, improve efficiencies and achieve organic growth. Strategic Zywave solutions drive performance from basic point-of-sale planning to detailed complx analysis.