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.

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.

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.