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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.
AppCrown is an application integrator for broker-dealer and RIA 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.
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.