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

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

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.

Captools/net is the third generation of investment portfolio management, ROI performance measurement and reporting software from Captools Company for investment advisors, money managers, broker/dealers, family offices and others entrusted with managing investment assets.

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

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.

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.

Cornerstone Revolutions, Inc. provides independent investment professionals with the technology products and services needed to operate independently or with a staff. We believe in providing our customers with relevant, customizable and scalable offerings that support their independence and grow with their business.

Principia CAMS provides advisors with the portfolio accounting, performance reporting, and client management tools needed to effectively run their practices.