• The Premier Software & Technology Directory for Financial Services

    The Premier Software & Technology Directory for Financial Services

    AdvisorTek.com offers powerful tools and an extensive directory of premium providers of software and technology solutions for corporations and advisors in the financial services industry.

  • Financial Planning Resources

    Financial Planning Resources

    AdvisorTek resources provide financial advisors access to an array of Financial Planning tools, calculators, relevant articles and a full directory of service providers to help them build a successful financial planning practice.

  • Financial Calculators

    Financial Calculators

    Analyze • Reinforce • Educate
    Add instant interactivity to your Advisor or Corporate website with easy-to-use financial calculators that allow clients to enter their own personal scenarios to educate and reinforce your recommendations with complete historical context. Visit the calculator gallery and learn more.

  • Asset Allocation Directory

    Asset Allocation Directory

    AdvisorTek provides Financial Planning professionals with a full directory of Asset Allocation Software providers and solutions. Search our extensive network today.

  • Portfolio Management

    Portfolio Management

    To help you manage the performance of your clients’ stocks, mutual funds, and other investments search the AdvisorTek directory of Portfolio Management software providers.

Technology Consultants

AdvisorTek provides quick access to a network of Enterprise Technology Consultants for the financial services industry.

Advisor Consultant Network
600 Superior Avenue, Suite 1300
Cleveland, OH 44114
Phone: (216) 522-1908

ACN is a software company offering a broad spectrum of IT resources to registered investment advisors, hedge funds, mutual funds, consultants, banks, insurance companies, broker-dealers and other financial security industry professionals. ACN’s proprietary software programs deal with the rules, regulations and registrations with the SEC and State regulatory agencies.

Atom Align 

Blaze Portfolio Systems
2105 N. Southport Avenue, Suite 200
Chicago, IL 60614

Phone: (888) 987-7999
Website: www.blazeportfolio.com

BlazePortfolio provides streamlined technology applications to investment firms. Launched in 2005, BlazePortfolio has designed unique software for advisory firms to enhance the trading and household modeling process. The flagship application is Atom Align, a web-based, hybrid order management system designed for advanced household modeling and mutli-strategy, multi-custodian, and a multi-asset class approach to managing client portfolios.

Call One

Call One
225 W Wacker Drive Floor 8
Chicago, IL 60606

Website: www.callone.com

Call One is a full service technology/telecommunications company for middle market firms. They offer a wide array of services including cable installation, cloud services, data services, internet services, phone systems, and voice services. They offer their solutions to a wide range of industries including healthcare, education, and construction among other. Visit their website today to see how they can help you company today.


745 Boylston Street, Suite 502
Boston, Massachusetts 02116

Phone: (617) 262-3120
Website: www.celent.com

Celent is a research and consulting firm focused on the application of information technology in the global financial services industry. The firm has two basic offerings:Research, providing members with continuous knowledge and advice, and Consulting, working with clients on specific strategy issues. Founded in 1999 by veteran financial services technology analysts, Celent is an independent, self-financed, and profitable firm dedicated to providing unbiased information and advice to financial services firms.


1130 Sherbrooke Street West, 5th Floor
Montreal, Quebec H3A 2M8

Phone: (514) 841-3200
Website: www.cgi.com

CGI-AMS is one of the few North American IT firms able to provide clients with an all-encompassing offering that includes the planning, design, implementation and management of highly effective IT environments. CGI-AMS acts as a trusted advisor to clients, providing a full range of IT and management consulting services, including IT strategic planning, business process engineering and systems architecture.

Coridan Inc.

1765 Scott Blvd., Suite 210
Santa Clara, CA 95050

Phone: (866) 808-0322
Email: sales@coridan.com
Website: www.coridan.com

Coridan powers distributed applications and infrastructures with next generation messaging middleware technologies that provide enterprises and ISVs with standards-based alternatives to traditional broker-based systems. Coridan’s products are equally robust but much more powerful in terms of speed, scalability, affordability, reliability, flexibility, time-to-market, ease-of-use, and deployment time. The company’s innovative MantaRay technology combines two cutting edge design concepts – messaging system optimization and peer-to-peer architecture – that enable the creation of fast and agile systems for the continuously changing structure of today’s distributed, high-traffic IT environments. Coridan distributes its products under a dual licensing model (GPL and commercial) that supports both open source values and the business needs of corporate customers.

Financial Insights

1 Speen Street
Framingham, MA 01701

Phone: (508) 620-5533
Website: www.financial-insights.com

Financial Insights, an IDC Company, provides independent research services, custom consulting and detailed multiclient studies on technology issues and challenges facing the financial services industry. Financial Insights was formed in November 2002 by combining Meridien Research and IDC’s Financial Services Advisory Business. The research assets of these two companies, our segment coverage and research depth and breadth result in an extremely powerful set of world-class offerings.

Forrester Research, Inc.

400 Technology Square
Cambridge, MA 02139

Phone: (617) 613-6000
Website: www.forrester.com

Forrester is an independent technology research company that provides pragmatic and forward-thinking advice about technology’s impact on business. Business, marketing, and IT professionals worldwide collaborate with Forrester to align their technology investments with their business goals. Forrester offers products and services in four major areas: Research, Data, Consulting, and Community. Established in 1983, Forrester is headquartered in Cambridge, Mass.

180 Broadway, 9th Fl.
New York, NY 10038
Phone: (212) 349-7412
Email: info@kasina.com
Website: www.kasina.com
Kasina is a management consulting firm focusing solely on the asset management industry. We help asset management companies develop their strategies, identify trends, benchmark against their competition, and prioritize initiatives relating to business goals and Internet technology. We frequently publish leading proprietary research, and perform strategic engagements for a wide variety of asset management clients. Our list of clients includes 18 of the 20 largest asset managers in the US.


5025 Orbitor Drive Building 3, Suite 300
Mississauga, Ontario L4W 4Y5

Phone: (905) 629-7775
Email: sales@metalogic-inc.com
Website: www.metalogic-inc.com

metaLogic, established in 1997, is focused on collaboration, content management, and compliance solutions that leverage IBM middleware and open source products. Our email management and compliance products extend Lotus Notes to provide end-user archiving, compliance archiving, real-time email policy enforcement, discovery, and email content rationalization. Enforcer, our flagship archiving solution, is built for Lotus Notes but integrates open source components (Postgres, Jetty, Lucene, and SOLR). We also have a java-based forms integration product (Formlet Factory) that makes it easy to connect electronic forms to existing back-end databases. Our professional services team has expertise with the Lotus Notes Domino family of products, Lotus Forms, Websphere Portal, Liferay Portal, Tomcat, Jetty, Postgres, MySQL, Lucene, and many open source solutions. The team has extensive experience managing and delivering large-scale, complex development and migration projects. In 2001, metaLogic was named a Mississauga Business of the Year. Mississauga, the sixth largest city in Canada, is located just outside Toronto.

Metrics Partners

4071 Lybyer Avenue
Miami FL 33133

Phone: (305) 667-3921
Email: kadams@metricspartners.com
Website: www.metricspartners.com

Metrics Partners is an action-oriented market clarity firm that propels investment technology companies’ public relations, sales, and executive strategies. Its distinctive approach enables clients to gain rapid market exposure of their products by integrity based, strategic thinking industry professionals.


State Street Corporation

225 Franklin Street
Boston, Mass 02110

Phone: (617) 786-3000
Website: www.statestreet.com

Our Technology Consulting team partners with you to understand your business processes for trade generation, systems processing, data communication, reconciliation and internal information flows. As one of the most experienced groups in the industry, we coordinate, develop and implement customized integration strategies for all technology-related services that we provide.

Scott Steinberg

Phone: (888) 507-2246
Email: info@techsavvyglobal.com
Website: www.asmallbusinessexpert.com

One of today’s best known technology and business consultants, as featured in hundreds of top outlets from the Associated Press to USA Today and The Wall St. Journal, dozens of industry leaders have tapped Scott Steinberg for strategic insight. The head of consulting firm TechSavvy Global, from Microsoft and Sony to Clear Channel and MTV, he’s helped many of the world’s largest companies and brands to create and launch bar-raising products and services. Areas of Expertise include:

  • Business Development & Strategy Consulting
  • Research and Consumer Insights, Hardware
  • Software & Service Testing and Review
  • Expert Witness Consultant for Testifying
  • Marketing, PR & Product Counselling
  • Social Media, TV, Print, Online, Media Training
  • Custom Publishing and Creative Services
  • Editorial & Video Production

Tiburon Strategic Advisors

1735 Tiburon Boulevard
Tiburon, CA 94920

Phone: (415) 789-2540
Website: www.tiburonadvisors.com

Tiburon Strategic Advisors provides strategy consulting, market research, and other related services to senior executives in the brokerage, investment management , banking, and insurance markets. Tiburon was founded in 1998 and the firm’s capabilities are built around the unique experience of its managing principal in management consulting (McKinsey & Company) and directly in executing strategies at leading-edge financial services companies (Charles Schwab & Company).

Tower Group

Two Charles River Place
63 Kendrick Street
Needham, MA 02494-2708

Phone: (781) 292-5200
Website: www.towergroup.com

TowerGroup is the world’s leading research and consulting firm focused on the global financial services industry. For more than a decade, we have been providing the world’s top financial services, technology, and professional services companies with trusted advice and continuous, timely, and objective information. We offer a depth of insight that no other specialty research or consulting firm can match. Each of our analysts and consultants comes to TowerGroup with unrivalled industry experience and outstanding analytical prowess.

VAULT Solutions Inc.

55 Yonge St. Suite 1210
Toronto, Ontario M5E 1J4

Phone: ( 416)361-9944
Email: info@vaultsolutions.com
Website: www.vaultsolutions.com

VAULT Solutions is the leader and partner of choice for wealth management firms committed to leveraging the Internet to address their business goals. Our expertise in web-based solutions is acknowledged throughout North America and we are recognized for our ability to translate business objectives into innovative technical solutions. Our deep bench of talent includes the business and technical skills that in 1995 created The Fund Library (www.fundlibrary.com), Canada’s first comprehensive financial services web site and at its height, the highest traffic Web site in Canada. For more than ten years, this collective experience and expertise have enabled the VAULT team to design and build hundreds of web solutions for the financial services industry.

WebFinance Consulting

Phone: (703) 813-8140
Email: accounts@webfinanceconsulting.com
Website: www.webfinanceconsulting.com

WebFinance Consulting is a full-service consultancy for the online financial services sector. With expertise in both internet development and the financial industry, WebFinance Consulting offers a complete end-to-end solution for financial service companies looking to take advantage of the opportunities the internet creates. Whether you are just establishing an online presence or already have a web site and are looking to take it to the next level, WebFinance Consulting has the knowledge and expertise to make your efforts a success.