Black Diamond Performance Reporting
Phone: (904) 241-2444
Email: sales@blackdiamondreporting.com
Web: www.blackdiamondreporting.com
The leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers.
EISI-Emerging Information Systems Inc.
Phone: (888) 692-3474, x2
Email: sales@eisi.com
Web: www.eisi.com
EISI, developer of NaviPlan and Profiles software, offers the broadest selection of needs assessment and financial planning tools in North America.
Interactive Advisory Sofware, Inc.
Phone: (770) 951-2929
Email: iassales@iassoftware.com
Web: www.iassoftware.com
IAS is the leading provider of SaaS applications to the RIA marketplace and has an integrated web-based software application enabling financial advisors to fully automate their back office operations.
Money Tree Software
Phone: (877) 421-9815
Email: sales@moneytree.com
Web: www.moneytree.com
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: (402) 496-3513 x2
Email: sales@orionadvisor.com
Web: www.orionadvisor.com
Orion Advisor Services, LLC is the ULTIMATE Portfolio Accounting Service Bureau.
PlanPlus Inc.
Phone: (705) 324-8001 / 1 (800) 364-1293
Email: info@planplus.com
Web: http://www.planplus.com
PlanPlus Inc. develops financial planning software tools and training for use by financial institutions and professional advisors around the world.
SunGard
Phone: (800) 825-2518
Email: getinfo@sungard.com
Web: www.sungard.com/wealthstation
SunGard is a leading provider of technology solutions and services.
Total Rebalance Expert
Phone: (619) 294-4TRX (4879)
Email: info@TRXpert.com
Web: www.TRXpert.com
Total Rebalance Expert is the most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management.
