AssetBook is a combination of web based portfolio management software, personalized service, and value pricing.

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

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.

Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for more than 26 years.

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.

Black Diamond Performance Reporting™ is the leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers. Our mission is to support and cultivate advisor greatness by providing the best combination of technology, service and innovation in the industry. Black Diamond's innovative BlueSky platform empowers advisors to customize a dynamic web interface to the unique needs of their firm and each individual user.

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

FinFolio provides portfolio management software to investment advisors and money managers.

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.

Morningstar Office is our complete practice and portfolio management system for independent financial advisors.

Orion empowers advisors with the most comprehensive portfolio accounting service bureau. We liberate Investment advisors from their back office so you can devote more time to client-building activities and enjoy the relationship side of their business again.

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.

PortfolioServices is a web-based portfolio management and performance reporting solution that is managed for you by a dedicated service team at Schwab Performance Technologies.