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Showing Tech: Other listings:

401(k) Rekon
filed under: Tech: Other, Other

6WebDesign, LLC
filed under: Consulting Firm, Marketing Firm, Tech: Other

AXZM
filed under: Tech: Other, Marketing Firm, Consulting Firm

Abakus R&C LLC
filed under: Consulting Firm, Performance Reporting, Tech: Other

Act4Advisors - Allied Financial Software, Inc.
filed under: CRM Software, Tech: Other

Actiance, Inc.
filed under: Blog/Social Networking Tool, Compliance Expert, Tech: Other

Ademero, Inc
filed under: CRM Software, Tech: Other

Advanced Practice Advisors
filed under: Tech: Other, RIA Welcoming Breakaways, RIA Set-up Firm, RIA Serving Other RIAs, RIA Seeking to Hire Advisors, Other, Consolidator/Roll-up Firm, Advisory Firm

Advisor Consultant Network
filed under: Regulatory Consultant, Tech: Other

Advisor Tech Tools
filed under: Blog/Social Networking Tool, RIA Publication, Tech: Other

Advisor Websites
filed under: Tech: Other, Marketing Firm, Blog/Social Networking Tool

AdvisorAdit
filed under: Tech: Other, Document Management, Consulting Firm

Advisors Assistant
filed under: CRM Software, Portfolio Management System, Tech: Other

AdvisoryWorld
filed under: Tech: Other, Performance Reporting, Financial Planning Software

AppCrown, LLC

AppCrown, LLC
filed under: Tech: Other, Outsourcer, CRM Software
AppCrown is the market leader for delivering comprehensive wealth management solutions by integrating critical back ...

Arkovi Social Media Archiving
filed under: Blog/Social Networking Tool, Compliance Expert, Tech: Other

Assette
filed under: Tech: Other, Performance Reporting, Outsourcer

Baer Software
filed under: Tech: Other, CRM Software, Account Aggregator

Balance Financial
filed under: Tech: Other, Financial Planning Software, CRM Software

BondWave LLC
filed under: Tech: Other, Portfolio Management System, Asset Manager for RIAs

Brightgreen Design
filed under: Marketing Firm, Other, Tech: Other

Commonwealth Financial Network

Commonwealth Financial Network
filed under: Tech: Other, RIA-Friendly Broker-Dealer
Commonwealth is the smart alternative for advisors who want to grow their business and increase ...

ComplianceMAX
filed under: Tech: Other

EasyAppsOnline
filed under: Insurance, Tech: Other

Eisenman Associates Graphic & Web Design
filed under: Tech: Other, Marketing Firm

Envestnet | Prima
filed under: Consulting Firm, Manager Research, Tech: Other

Equilar Atlas
filed under: Blog/Social Networking Tool, Marketing Firm, Tech: Other

Equity Advisor Solutions

Equity Advisor Solutions
filed under: Tech: Other, Asset Custodian
Equity provides complete custody* and back-office solutions to advisors of all asset sizes. With flexible ...

Erado

Erado
filed under: Tech: Other, Compliance Expert, Blog/Social Networking Tool
The four elements of Erado's fully integrated Elements(™) Compliance Platform are: o Archiving – implement ...

External IT
filed under: Tech: Other, Specialized Breakaway Service, Outsourcer

FamilyOfficeNetwork
filed under: Tech: Other

Fiduciary Benchmarks
filed under: Data and ratings for RIAs, Other, Tech: Other

Financial Computer Services, Inc.
filed under: Consulting Firm, RIA Welcoming Breakaways, Tech: Other

First Rate, Inc.
filed under: Performance Reporting, Portfolio Management System, Tech: Other

Forefield, a division of Broadridge Financial Solutions
filed under: Marketing Firm, Financial Planning Software, Tech: Other

FundSites™ Websites for Fund Companies
filed under: Marketing Firm, Tech: Other

Global Relay
filed under: Compliance Expert, Tech: Other

Grendel Online
filed under: CRM Software, RIA-Friendly Broker-Dealer, Tech: Other

HiddenLevers
filed under: RIA Publication, Tech: Other

InHub LLC
filed under: Tech: Other, Marketing Firm, Investor Referrals

Laser App Software
filed under: Insurance, Mutual Fund, Tech: Other

Laserfiche
filed under: Tech: Other

Loffa Interactive Group
filed under: Regulatory Consultant, CRM Software, Tech: Other

MacroRisk Analytics
filed under: Tech: Other

MarketCounsel

MarketCounsel
filed under: Tech: Other, Specialized Breakaway Service, Regulatory Consultant, RIA Set-up Firm, Outsourcer, Mergers and Acquisition Firm, Data and ratings for RIAs, Consulting Firm, Conference, Compliance Expert, Business Broker
MarketCounsel is the leading business and regulatory consultancy to some of the country’s preeminent independent ...

Matrix Financial Solutions
filed under: Tech: Other

MessageWatcher
filed under: Compliance Expert, Outsourcer, Tech: Other

Mobile Assistant
filed under: Tech: Other, Other, Compliance Expert

Moulton Technology Solutions, LLC
filed under: Tech: Other, Consulting Firm, CRM Software

NRS
filed under: Tech: Other, Regulatory Consultant, Compliance Expert

NetDocuments
filed under: Tech: Other, Document Management, Compliance Expert

Oakbrook Solutions
filed under: Tech: Other, Other, Consulting Firm

OneSecure RIA Email Archiving & Compliance Solution
filed under: Blog/Social Networking Tool, CRM Software, Tech: Other

Opus Creative Studio, Inc.
filed under: Tech: Other, Other, Marketing Firm

PawLoyalty
filed under: Tech: Other, CRM Software, Blog/Social Networking Tool

Pocket Risk
filed under: Tech: Other, Financial Planning Software, Compliance Expert

PriceMetrix
filed under: Tech: Other, Other, Data and ratings for RIAs

Pro Athlete Direct
filed under: Blog/Social Networking Tool, Marketing Firm, Tech: Other

Quantuvis Consulting
filed under: Tech: Other, Consulting Firm

RIA Street - The Social Network Exclusively for the RIA Community
filed under: Blog/Social Networking Tool, RIA Publication, Tech: Other

Redtail Technology
filed under: Tech: Other, Document Management, CRM Software

Rengaged
filed under: Tech: Other, Marketing Firm, Blog/Social Networking Tool

Riskalyze
filed under: Tech: Other, Portfolio Management System, Compliance Expert

SafetyNet for Advisors
filed under: Compliance Expert, Tech: Other

Socialware
filed under: Tech: Other, Compliance Expert, Blog/Social Networking Tool

SoftVest, LLC
filed under: Tech: Other

StatPro Inc.
filed under: Tech: Other, Portfolio Management System, Performance Reporting

SunGard WealthStation
filed under: Trading/Rebalancing, Tech: Other, Financial Planning Software

The Financial Planning Exchange
filed under: Association, Blog/Social Networking Tool, Tech: Other

The Mercato
filed under: Blog/Social Networking Tool, Marketing Firm, Tech: Other

The Renaissance Group
filed under: Consulting Firm, Marketing Firm, Tech: Other

TradeWarrior
filed under: Trading/Rebalancing, Tech: Other

Trumpet Inc.
filed under: Consulting Firm, Performance Reporting, Tech: Other

TrustFort
filed under: Financial Planning Software, Outsourcer, Performance Reporting, Portfolio Management System, Tech: Other

UNAPEN, Inc.
filed under: Tech: Other, Performance Reporting, CRM Software

Vestorly

Vestorly
filed under: Tech: Other, Marketing Firm, Blog/Social Networking Tool
Vestorly is a data-driven marketing platform for wealth management firms. The platform enables advisors to ...

WFA for FA's by Avision/IT's Managed
filed under: Consulting Firm, Tech: Other

Wealth Access, Inc
filed under: Tech: Other, Account Aggregator

WealthVisor
filed under: Tech: Other

Wealthfront
filed under: Tech: Other, Portfolio Management System, Other

YCharts, Inc.
filed under: Tech: Other, Other, Data and ratings for RIAs

ZepInvest
filed under: Tech: Other

Zywave
filed under: Tech: Other, Financial Planning Software

iTEKSTAFF, Inc.
filed under: Consulting Firm, Outsourcer, Performance Reporting, Tech: Other, Trading/Rebalancing


Are you listed yet?

Listing your company in the RIABiz directory is simple and quick. Basic listings will always be free, and we also offer premium listings with extra features for
$950/year
.