Investments- Portfolio Accounting & Management Software [20]

Adhesion Wealth Advisor Solutions
www.adhesionwealth.com
888-295-8351

Adhesion Wealth Advisor Solutions offers firms an investment operations platform that provides an end-to-end outsourcing solution for wealth advisors.

Advisor X
Tamarac
www.tamaracinc.com
Email: sales@tamaracinc.com
866-525-8811

Advisor X is an integrated suite of products including:

Advisor CRM: Customer Relationship Management
Advisor Rebalancing: Portfolio Rebalancing
Advisor OMS: Straight-Through Processing
AdvisorView: Dynamic Performance Reporting
Portfolio Center: Schwab Performance Technologies

Tamarac AdvisorServices also provides outsouced back-office services.

AdvisorCube
FinanceCube
www.financecube.com
(Norway) +47 91 00 22 49

Advisors Assistant
Client Marketing Systems, Inc.
www.advisorsassistant.com
Email: cms@climark.com
800-799-4267
805-773-7981
805-773-7985 Fax

Albridge Portfolio Management
An Affiliate of Pershing
www.albridge.com
Email: info@albridge.com
877-252-9963


AssetBook
AssetBook, Inc.
www.assetbook.com
Information: info@assetbook.com
Sales: sales@assetbook.com
301-387-3238

ATWeb Enterprise & AtWeb Portfolio
Archway Technology Partners, Inc.
ttp://archwaytechnology.net/
866-491-2751

Archway Technology Partners is a global software company supporting the operations of private investment companies such as Hedge Funds, Fund of Funds, Private Equity Funds, Fund Administrators, Single Family Offices and Multi-Family Offices.

Axys, APX, & Geneva
Advent Software
www.advent.com
800-685-7688

Black Diamond & Blue Sky
Black Diamond Performance Reporting, LLC
www.blackdiamondreporting.com
Email: sales@blackdiamondreporting.com
904-241-2444


Evestnet
www.evestnet.com

FinFolio
www.finfolio.com/
Blog: www.finfolio.com/Blog
720-206-0660

Morningstar Advisor Workstation Office Edition
www.corporate.morningstar.com
Email: productinfo@morningstar.com
312-384-4000

On their web site, under 'Our Products', click on 'For Advisors' to see all of the Morningstar resources available to financial advisors.

Navigator
Financial Navigator,Inc. (FNI)
www.finnav.com
Email: fn@finnav.com
800-468-3636

Orion
Orion Advisor Services, LLC
www.orionadvisor.com
402-496-3513 (Option 2 for Sales Support)

PortfolioDirector
A division of Scottrade
www.portfoliodirector.com/
888-700-3715

Portfolio Pathway
www.portfoliopathway.com
Email: info@portfoliopathway.com
800-970-9080

PowerAdvisor
Cornerstone Revolutions, Inc.
www.PowerAdvisorTools.com
Email: sales@powerinvestmenttools.com
Toll Free: 888-314-7001  

PowerAdvisor  portfolio management software  allows you to efficiently manage client assets with a single toolset for custodial data processing, performance measurement, reporting, compliance solutions and client billing. Cornerstone PowerInvestmentTOOLS also offers products and services for back office outsourcing (PowerOffice), rebalancing & trade order management (PowerTrade), and secure online portals (PowerPortal).

Portfolio Center
Schwab Performance Technologies
www.schwabpt.com
Email: PT-Sales@schwabpt.com
800-528-9595 (Option 2)

Rockit
Rockit Solutions, LLC (A Rockefeller Company)
www.rockitco.com
866-497-9111

From RI website: Rockit™ is a technology-enabled service that seeks to ensure that complex data from multiple sources—custodians, managers, brokers, banks and others—is aggregated, processed and reconciled with unsurpassed attention to accuracy and timeliness, allowing you to make smart confident decisions on a timely basis.

Rockit™ was created by the professionals at Rockefeller & Co., Inc., and is based on their years of experience managing family wealth. In 2005, Rockefeller & Co. made Rockit™ an independent business, offering its integrated information management services to other wealth holders and their advisors—clients who demand the same timely, accurate reporting and exceptional personal service.

 
Solution 360°
Interactive Advisory Software (IAS)
www.iassoftware.com
Email: sales@iassoftware.com
800-821-7355