Ebix CRM began developing solutions to support agents and advisors more than 20 years ago.

For financial institutions and advisors seeking a competitive service advantage, Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets.

BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations.

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

Broadridge's Investigo Advisor Solution provides financial advisors with an unprecedented combination of portfolio management, sales and marketing productivity, and flexible reporting options in a single platform.

Portfolio Director is affordable and easy - this portfolio management software has all the tools you need to create professional reports and customized analyses for your clients.

Portfolio Pathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. From performance reporting, to operational workflow, to account aggregation, Portfolio Pathway can ease the burden of using multiple systems to get the information Advisors need to manage their business.