Used by more than 120,000 financial advisors, Ebix is the most popular CRM in financial services. Ebix CRM is Web-based, includes document imaging, performance reporting, and asset allocation tools, and it is integrated with about 200 advisor applications and productivity tools. Ebix, which is publicly held, is the third fastest growing company in the world, according to Fortune.

Sage ACT! 2011 makes it easy for you to have meaningful conversations with customers by giving you an organized view of the people you do business with.

Advent Portfolio Exchange® (APX) sets the standard for portfolio management technology. This end-to-end solution integrates all phases of the investment management process - portfolio management, performance analytics, accounting and reporting, client relationship management, and marketing.

AppCrown provides the most comprehensive integration solution for independent RIAs.

Our Gorilla Marketing® System is a financial advisor marketing plan.

ClientVision is the first Financial Relationship Management (FRM) tool that is both offered as a software service over the web, as well as being completely integrated into Outlook 2007.

A customized version of Oracle’s® CRM On Demand system specifically designed for advisors to manage all aspects of their client and prospect relationships.

The GoldMine relationship management product line has multiple editions, each developed with a unique person and organization in mind.

iChannel is a web browser-based, collaborative document management system. iChannel delivers the means to create, share, manipulate and manage all structured and unstructured information in a simple, secure and cost-effective manner.

Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide.

Investment Gold is an add-on to GoldMine, the award-winning contact management system for workgroups produced by FrontRange Solutions, Inc.

Microsoft Dynamics CRM delivers rich sales automation, service management and marketing automation functionality through your browser and within your everyday productivity applications.

Morningstar Office is our complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor's practice.

Pareto Platform is a web based CRM (Client Relationship Management) solution designed exclusively for financial advisors.