AdviceIQ
Phone: (212) 257-8000
Email: pmonell@adviceiq.com
Web: www.adviceiq.com
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
Email: asi_sales@advisorsoftware.com
Web: www.advisorsoftware.com
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.
Copytalk
Phone: (866) 267-9825
Email: Maree.moscati@copytalk.com
Web: www.copytalk.com/FPA
Copytalk provides secure transcription via phone or Android application. Receive via email, secure download or CRM integration. The compliance solution that pays for itself.
FactSet
Phone: (203) 810-1000
Email: sales@factset.com
Web: www.factset.com
FactSet helps investment professionals outperform. Stay head of market trends, monitor performance, and market your services with desktop analytics and mobile applications.
Fi360
Phone: (866) 390-5080
Email: solutions@fi360.com
Web: www.fi360.com
Fi360 is the leading global provider for comprhensive fiduciary education and technology solutions for advisors and insitutions.
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.
Interactive Brokers, LLC
Phone: (203) 618-5421
Email: amclean@interactivebrokers.com
Web: www.interactivebrokers.com
Interactive Brokers is an automated global electronic broker that specializes in catering to financial professionals by offering state-of-the art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools at exceptionally low costs.
Junxure
Phone: (866) 586-9873, opt. 2
Email: sales@junxure.com
Web: www.junxure.com
Junxure is a practice improvement firm that provides technology, consulting and training to help advisors build their dream firm.
Laserfiche®
Phone: (800) 985-8533
Email: info@laserfiche.com
Web: www.laserfiche.com/ria
Since 1987, more than 32,000 organizations have chosen Laserfiche software to streamline document, records and business process management.
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: www.planplus.com
PlanPlus Inc. develops financial planning software tools and training for use by financial institutions and professional advisors around the world.
Redtail Technology
Phone: (800) 206-5030
Email: sales@redtailtechnology.com
Web: www.redtailtechnology.com
Redtail offers CRM, Imaging and Mobile solutions to help advisors meet their day-to-day business challenges. Redtail provides core technologies necessary to build a systemized and compliant practice. Redtail also integrates with the most widely used industry applications, making advisors jobs easier.
SunGard
Phone: (800) 825-2518
Email: getinfo@sungard.com
Web: www.sungard.com/wealthstation
SunGard is a leading provider of technology solutions and services.
Trust Builders, Inc.
Phone: (503) 831-1111
Email: support@AskTRAK.com
Web: www.AskTRAK.com
The Retirement Analysis Kit (TRAK) is financial planning software specifically focused on efficient and effective retirement planning.
Zywave
Phone: (877) 699-9928
Email: marketing@zywave.com
Web: www.zywave.com
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.
