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Firm Size:
Sole Practioner
1-3 Professionals
4-10 Professionals
11-20 Professionals
21-50 Professionals
More Than 50 Professionals
Role:
Owner
Partner
Professional
Staff
Years of Experience:
RIA or Registered Rep:
CRM:
ACT!
ACT4Advisors
Advisor Assistant
Advisor CRM by Tamarac
Ebix SmartOffice
Goldmine
IAS Solution 360
Junxure
Microsoft Outlook
Morningstar Office
ProTracker
RedTail
Salesforce.com
XLR8
None
Other
Financial Planning:
Cheshire
eMoney
Finance Logix
Interactive Advisory Software
MoneyGuide Pro
Money Tree - Easy Money
Money Tree - Golden Years
Money Tree - Silver
Morningstar Office
NaviPlan Standard
NaviPlan Extended
Profiles Forecaster
Profiles Professional
Sungard WealthStation
None
Other
Portfolio Management:
Advent Axys
Albridge
AssetBook
Black Diamond Reporting
dbCams
INDATA
Interactive Advisory Software
Investigo
Morningstar Office
Orion Advisor Services
Power Advisor
Schwab PortfolioCenter
Scottrade Portfolio Director
Sungard Investor's View
None
Other
Account Aggregation:
Advisor Exchange
ByAllAccounts
CashEdge
Morningstar Office
Yodlee
None
Portfolio Accounting Service Bureau:
BOSS (Back Office Support Services)
BridgePortfolio
Morningstar Back Office Services
Schwab Portfolio Services
Other
None
Rebalancing:
Allocation Master
iRebal (TD Ameritrade)
Tamarac
TRX
Other
None
Financial Planning Service Bureau:
Back Office Solutions
Outsource Opportunities
Other
None
TAMP:
Adhesion WealthADV
AdvisorPort
Envestnet
Financeware
Fortigent
OpenFinance
Symmetry Partners
Other
None
Analytics:
Advisory World
Allocation Master
DFA Returns Program
Morningstar Principia
Other
None
Primary Custodian:
Fidelity Institutional
National Advisors Trust Co, FSB
Pershing Advisory Solutions
Schwab Institutional
Scottrade
Shareholder Services Group
TD Ameritrade
Trade PMR
Trust Company of America
Other
None
Secondary Custodian:
Fidelity Institutional
National Advisors Trust Co, FSB
Pershing Advisory Solutions
Schwab Institutional
Scottrade
Shareholder Services Group
TD Ameritrade
Trade PMR
Trust Company of America
Other
None
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