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Act4Advisors utilizes the most popular contact management system, ACT!.
AdviserLogic has a suite of software products built to assist Financial Advisers, licensees, brokers, corporate ARs, software providers and AFSLs to prosper.
Advisor Xi is a portfolio and client management platform built specifically for independent RIAs
Advisor360° is a subsidiary of Commonwealth Financial Network (Waltham, Mass.), the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S.
AdvisorEngine builds powerful and intuitive technology for financial advisors.
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.
BIGContacts CRM is used by thousands of clients across the globe.
Broker’s Ally CRM is a powerful marketing tool that helps financial consultants open new accounts, gather assets, do trades and manage the financial details of customer relationships.
Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and insurance industries.
Ebix is a leading international supplier of on-demand infrastructure exchanges to the insurance, financial, and healthcare industries
Enhance Investor have created a solution that inables IFAs to provide clients with a real value add and go a long way towards eliminating investment advice risk.