| Rank | Product | # of users | Category |
|---|---|---|---|
| 1 | Redtail CRM (Redtail Technology) | 369 | CRM |
| 2 | MoneyGuidePro (PIETech Inc.) | 341 | Financial planning |
| 3 | Albridge Wealth Reporting (Albridge Solutions Inc.) | 180 | Account aggregation |
| 4 | Albridge Wealth Reporting (Albridge, an affiliate of Pershing) | 177 | Portfolio management |
| 5 | LaserApp (LaserApp Software Inc.) | 153 | Document management |
| 6 | ByAllAccounts Inc. (the product name is the same as the vendor) | 135 | Account aggregation |
| 7 | Finance Logix (OLTIS Software LLC) | 129 | Financial planning |
| 8 | Salesforce CRM (Salesforce.com, includes versions offered by Schwab, TD Ameritrade, XLR8 and AppCrown overlay products) | 117 | CRM |
| 8 | eMoney 360 (eMoney Advisor) | 117 | Financial planning |
| 8 | Morningstar Office (Morningstar Inc.) | 117 | Portfolio management |
| 11 | Redtail Imaging (Redtail Technology) | 114 | Document management |
| 12 | PortfolioCenter (Schwab Performance Technologies) | 113 | Portfolio management |
| 13 | Junxure (CRM Software Inc.) | 102 | CRM |
| 14 | eMoney 360 (eMoney Advisor) | 85 | Account aggregation |
| 15 | TRX (Total Rebalance Expert) | 66 | Portfolio rebalancing |
| 16 | Morningstar Advisor Workstation (Morningstar Inc.) | 60 | Financial planning |
| 17 | Orion Solutions (Orion Advisor Services LLC) | 59 | Portfolio management |
| 18 | Grendel Online (Big Brain Works LLC) | 55 | CRM |
| 19 | Microsoft Dynamics CRM (Microsoft Corp., includes Tamarac's Advisor CRM and Salentica's CRM) | 53 | CRM |
| 20 | Advisor Rebalancing (Envestnet | Tamarac) | 52 | Portfolio rebalancing |
| 21 | Docupace ePACS (Docuspace Technologies) | 51 | Document management |
| 22 | Advent Black Diamond Performance Reporting (Advent Software Inc./Black)) | 46 | Portfolio management |
| 23 | Microsoft Office Document Imaging in combination with Microsoft Office SharePoint Server (Microsoft Corp.) | 46 | Document management |
| 24 | Laserfiche (Laserfiche) | 45 | Document management |
| 25 | iRebal, the Intelligent Rebalancer (ThinkTech Inc.) | 39 | Portfolio rebalancing |
Excludes adviser created, outsourced and broker-dealer platform softwares. Source: InvestmentNews Data
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
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Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
