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Top Advent Office Essentials Advent Software, Inc. 301 Brannan Street San Francisco, CA 94107 Phone: (800) 727-0605 Email: info@advent.com Website: www.advent.com Advent Office™ Essentials is Advent's new bundled package developed exclusively for independent financial advisors managing under $100 million in assets. Comprised of a number of Advent's robust investment management solutions, Advent Office Essentials features our industry-leading Axys® portfolio accounting and reporting software; the Advent Custodial DataSM network of interfaces to over 200 custodian banks and broker-dealers; and Advent's highly skilled consulting and technical support teams. This comprehensive package helps advisors deliver top-quality service, focus on their business, and alleviate the worries associated with implementing software-all at an affordable cost. Top Advisorport 620 West Germantown Pike, Suite 270 Plymouth Meeting, PA 19462 Phone: (800) 252-0569 Email: sales@advisorport.com Website: www.advisorport.com ADVISORport is a fully integrated and competitively priced investment consulting platform that enables advisors and brokers to automate and customize essential advisory functions. Designed by investment consultants for investment consultants, the ADVISORport platform reflects the natural work process of successful practitioners: Automates all essential back-office functions; Allows client reports and documents to be private labeled; Provides a carefully selected roster of distinctive separate account managers; Enables integration of separate accounts, mutual funds, proprietary products, and brokerage accounts in a single portfolio; Offers automatic client profiling, asset allocation and investment proposal generation; Competitively-priced. Top Anadare 14 Annie Street, Suite 1 Auchenflower QLD 4066 Australia Phone: +61-7-3367-2441 Email: info@anadare.com Website: www.anadare.com We provide risk optimization tools that run on a supercomputer back end, for portfolio risk management. Our tools let you: 1) Find out exactly how volatile your current portfolio is; 2) How to make your portfolio less volatile; 3) How to find which high-yielding but volatile companies can be merged into a portfolio that is no more volatile than one made up of blue-chips. Our flagship tool allows you to find numerous alternatives that best meet the profile you specify. You decide what level of volatility and diversification you want, and we provide hundreds of alternatives on how to make your portfolio meet that profile. Top Captool Captools Co. Issaquah, WA 98027-0001 Phone: (800) 826-8082 Email: sales@captools.com Website: www.captools.com Captool portfolio management software is an investment record keeping, performance measurement and portfolio management reporting tool designed for professional money managers, for sophisticated individual investors, and for others entrusted with managing investment assets. Professional versions of Captool incorporate time-saving features important to professional money managers, such as broker/dealer data interfaces, batch reporting, portfolio re-balancing, fee billing and client contact management. Captool allows you to maintain complete records of all portfolio transactions, periodically value your portfolios, track investment cost bases, compute investment return on investment (ROI) performance, and generate reports and graphs. Top Croesus Croesus Finansoft 2 Place laval, Suite 510 Laval (Quebec) Canada H7N 5N6 Phone: (450) 662-6101 Email: info@croesus.com Website: www.croesus.com Croesus Finansoft is a worldwide software leader in the field of CRM and portfolio management. For many years, Croesus has been recognized on the market by thousands of users for its innovation, great reliability and user-friendliness. This state-of-the-art, Web-based application manages every type of financial investment and is also real-time, multicurrency, multilingual and AIMR compliant. Furthermore, investment professionals can create simulations and model portfolios to offer global investment strategies to their clients. Croesus can produce more than 50 detailed reports and graphs such as: Asset Mix, Gains and Losses, Portfolio Evaluation, Performance and Projected Income. Top Dalyn BMS Dalyn Software Ltd 25 Cunliffe Street Churton Park, Wellington NEW ZEALAND 6004 Phone: (877) 456-1205 Email: enquiries@dalyn.co.nz Website: www.dalyn.co.nz This is the home of Dalyn BMS-the Client and Business Management System for American Financial Advisors. Paperwork mounting? Clients waiting? Prospects decreasing? So you want to maximize your potential? The solution is here!Dalyn Business Management System - More than just a client management tool! Dalyn BMS is the key to business growth and success in a financial service practice. It is an easy, efficient and profitable client and business management system designed by financial practitioners for their industry. In addition, full support is provided with toll-free access and customization choices! Top dbCAMS+ Financial Computer Support Inc. 14 Commerce Drive Oakland, MD 21550 Phone: (877) 432-2267 Email: sales@fcsi.com Website: www.fcsi.com dbCAMS+ is a total office solution providing all the tools you need to automate your practice and maintain your momentum. dbCAMS+ features extensive integration and data sharing capabilities, performance measurement and reporting tools, and a full spectrum of client reports with a flexible, user-friendly Custom Report Wizard. The versatility and functionality of dbCAMS+ will more than satisfy your diverse needs. Top DST Vision DST Systems, Inc. 333 W. 11th St. Kansas City, MO 64105 Phone: (800) 435-4112 Email: dstvision@dstsystems.com Website: www.dstsystems.com Introduced in 1998, DST Vision(TM) is designed to give independent advisors an easy-to-use, one-stop information source for customer positions held directly with fund families and variable annuity providers. With a single ID and password, advisors have access to account management tools including transaction processing capabilities, customizable client portfolios, and access to electronic statements. A majority of third-party-distributed mutual funds, representing more than 93 million accounts, and over half of the leading variable annuity providers participate in Vision(R), including industry giants AllianceBernstein, A I M Investments, American Funds, MFS Investment Management, Nationwide Financial, OppenheimerFunds, Inc., and Pacific Life. Top Efficient Portfolios 7474 Greenway Center Dr., Suite 740 Greenbelt MD 20770-3504 Phone: (800) 882-7717 Email: info@indenet.net Website: www.effport.com Efficient Portfolios is dedicated to bringing to financial professionals the tools and information used to enhance the performance of their clients' portfolios, and to help their clients define and reach their goals. This in turn helps financial professionals obtain and retain clients. Some of the tools are so unique that they are subjects of pending patent applications. This is the most comprehensive suite of financial tools offered by any company: Efficient Focus, Modern Portfolio Theory, Monte Carlo Simulation, Mutual Fund Finder, Stock Finder, Back Testing, Range of Likely Returns, Financial Calculators and Daily Lists of Top Performing Domestic Stocks. Top eWebPortfolio 1100 Louisiana, Suite 4810 Houston, Texas 77002 Phone: (713) 739-7702 Email: sales@eWebPortfolio.com Website: www.eWebPortfolio.com eWebPortfolio, LLC is a software and service provider that offers the first truly web-based system for portfolio management and accounting operations which fully addresses the needs of today's investment advisors. Our Web-Based software solution is designed and written for 100% functionality over the Web. eWebPortfolio's VSP+ solution provides a fully integrated portfolio management and accounting system, all reports, modeling features and data inputs function securely over the Web. eWebPortfolio's client link solution allows investment advisors to give their clients secure access to their individual portfolio(s) and selected reports. Top FinPortfolio.com 575 Lexington Ave., 4th Fl. New York, NY 10022 Email: sales@finportfolio.com Website: www.finportfolio.com Manage your clients' portfolios with FinPortfolio's comprehensive and integrated suite of institutional-quality financial planning and investment decision-making tools FinPortfolio delivers the following benefits and functionality: Client account management including client sub-accounts, portfolio aggregation/importing, portfolio alerts, shared portfolios and advisor/client collaboration; Powerful asset allocation tools; Unmatched portfolio analytics including Portfolio Optimization, Risk Analysis and Style Analysis; Powerful portfolio construction tools; A comprehensive suite of educational content, including demos, an extensive glossary, and easy-to-follow tutorials devoted to FinPortfolio's planning and analytical modules, their use, and the key Finance concepts and mathematical calculations underlying them. Top Fund Manager Beiley Software 1161 North Dustin Lane Chandler, AZ 85226 Phone: (480) 705-0129 Email: uploads@fundmanagersoftware.com Website: www.fundmanagersoftware.com Fund Manager tracks stocks, mutual funds, options, bonds and cash accounts. It keeps track of your clients' purchases, redemptions, distributions, as well as advanced transactions like splits, mergers and spin-offs. Retrieve transactions directly from a list of 37 supported brokers, or import transactions from sources like Ameritrade, Fidelity, TD Waterhouse, DST FN Mail, or SchwabLink. Retrieve daily and historical prices or get real-time quotes from the Internet. Fund Manager has an extensive graphing feature that prepares more than 28 customizable graphs. Fund Manager offers over 150 available fields in a customizable report feature. Reports are flexible enough to create any format you need. Customize your own disclaimer at the bottom of each report. Print or e-mail them to clients, or import them into other software applications for presentations. Top IMS (Investment Management System) Isis Financial Systems 14 Felton Street Waltham, MA 02453 Phone: (781) 209-02649 Email: sales@isisfs.com Website: www.isisfs.com IMS is a robust multi-currency real time portfolio management and accounting solution. A scalable, integrated real time application, it is designed to accurately account for and track most any negotiable and non-negotiable instrument. Participant accounting for mutual funds (NAV) and fund unitization are an integral part of the system. Portfolio Management features: integrated portfolio modeling, performance measurement (AIMR/TWRR), compliance (rule 2a7 and UCITS), portfolio analysis scenario tools and yield curve analysis. Accounting features: projects cash flows and valuations enabling “what if” analysis, provides a complete history of all activity, integrated audit controls, powerful query/reporting capabilities and full tax reporting. Top IPS AdvisorPro Email: nboone@ipsadvisorpro.com Website: www.ipsadvisorpro.com With IPS AdvisorPro you will find a powerful tool to create customized Investment Policy Statements in only minutes. Brought to you by the experts that developed the original and popular IPS product for Ibottson Associates, IPS AdvisorPro sets the standard in developing professional Investment Policy Statements for the modern Wealth Management practice. Whether you are a lawyer, accountant, financial planner or a money management professional, you’ll have access to sophisticated Risk Tolerance and Asset Allocation tools to create customized Investment Policy Statements based on your clients’ objectives. Save yourself the time and expense of developing your own IPS system by signing up for IPS AdvisorPro today. Top Morningstar Principia Phone: (800) 735-0700 Email: advisorsupport@morningstar.com Website: Morningstar Principia Morningstar Principia has the industry's most powerful research database. When you tap into one of seven investment modules, you'll find the industry standard in quality data integrated with advanced screening and ranking tools to support your most intense research efforts. All of Morningstar Principia's seven investment modules include the Multi-Asset Portfolio Developer, which lets you merge investments into multi-asset portfolios and create impressive professional presentations to account for the diverse, real world needs of your clients. With Principia, all you need to research, analyze, monitor and propose investment strategies is at your fingertips, leaving you time to concentrate on what's really important-your clients. Top New Frontier Advisors 184 High Street, Floor 5 Boston, MA 02110 Phone: (617) 482-1433 Email: sales@newfrontieradvisors.com Website: www.newfrontieradvisors.com New Frontier Advisors, LLC (NFA) is a creator of patented and proprietary investment technology for professional investors. Our mission is to develop and apply institutional-quality investment technology to improve asset management in practice. New Frontier has developed the first patented technology for portfolio optimization and asset allocation and the first patented technology for portfolio rebalancing. In addition, New Frontier has developed advanced technology for financial planning. New Frontier offers desktop products for financial professionals seeking institutional-quality applications and enterprise-level products and services for the institutional manager or consultant. Top Overlap 600 Broadway, Suite 260 Kansas City, MO 64105 Phone: (800) 683-7527 Email: info@overlap.com Website: www.overlap.com Overlap is a mutual fund database with a patented, proven system that lets you see the percentage of stocks duplicated between two or more mutual funds, analyze the weighting of industry sectors held by different funds, and see what fund holdings overlap with your clients' other individual stocks. Overlap® can help you make money. Advisors call it a "must have" resource that can be used as a strong sales tool. The ability to analyze the overlap in funds adds value to your services - and can truly help your clients. This resource gives your fund recommendations added weight. Top PortfolioCenter™ Schwab Performance Technologies Two Hannover Square, 13th Floor 434 Fayetteville Street Mall Raleigh, NC 27601 Phone: (919) 743-5000 Email: PT-sales@schwabpt.com Website: www.schwabpt.com PortfolioCenter™, our portfolio management system designed specifically for independent investment advisors, can help you: Increase firm productivity, Make better-informed investment decisions, Improve relationships with your clients. This powerful, flexible and easy-to-use system combines portfolio management, accounting, decision support, performance measurement and customized client reporting into a single Windows®-based, networked application. Schwab Performance Technologies is the leading provider of portfolio management systems to independent investment advisors working with Schwab Institutional. We leverage the technology and deep industry expertise across the Charles Schwab organization to deliver solutions designed to help advisors increase firm productivity and provide high quality, efficient service to their clients. Top Portfolio Director Portfolio Systems, Inc. 307 Clear View Drive Hollidaysburg, PA 16648 Phone: (888) 700-3715 Email: sales@scscompany.com Website: www.scscompany.com Portfolio Systems, Inc. is dedicated to investment management solutions for investment advisors. PSI offers Portfolio Director that is a portfolio accounting system that supports download of client data directly from many custodial platforms. Portfolio Director offers benchmark comparison reports, multiple-account aggregation, performance and allocation reporting, tax-lot accounting, and it supports a diverse set of asset classes including stock options. Reports can be professionally printed, Emailed or published for access on the Internet. Top Portfolio PATHFINDER Phone: (303) 494-0399 Email: dick.purcell@planscan.net Website: www.planscan.net Portfolio PATHFINDER combines the powers of Modern Portfolio Theory and Monte Carlo simulation to zero in on the best portfolios for your client's long-term goals. First Modern Portfolio Theory, is used to find the range of portfolios that are best-diversified. Then Monte Carlo simulation is used to compare the best-diversified in probabilities for long-term results. PATHFINDER's unique interactive graphs provide tools for more dynamic interactive client communication and education -- especially for two-way communication, which can be draw out fuller client expression of priorities to better tailor the plan to the client's goals, and for building client commitment to the plan. Top PowerAdvisor Cornerstone Revolutions, Inc. 13221 SW 68th Parkway, Suite 440 Portland, OR 97223 Phone: (503) 968-7202 Email: sales@poweradvisortools.com Website: www.poweradvisortools.com PowerAdvisor is the best alternative in asset management software for independent investment professionals seeking a competitive edge. Premier features include custodial interfaces, performance measurement, client contact information and presentation-quality reports with enhanced graphics and color. All types of assets, not just securities, are easily created and tracked. For your convenience, PowerAdvisor comes pre-populated with historical index returns for major indices; Morningstar categories for industries and sectors; and data import templates to accommodate easy loading of data into the system. Top PSS Portfolio Selection Systems 2937 NE 19th Drive Gainsville, FL 32609 Phone: (352) 377-5288 Email: info@portfolionetworks.com Website: www.portfolionetworks.com The new PSS Software Package is the most powerful investment diversification and asset allocation software package available today. PSS gives the user more quantitative portfolio selection ability than is currently used by the largest and most sophisticated investment funds. PSS is portfolio optimization and construction software that uses the Digital Portfolio Theory™ model to add an analytic measure of memory to Modern Portfolio Theory. Portfolio return is maximized while constraining portfolio variance, covariance, and autocovariance in a stand alone desktop application. Top WATS Zunna, Inc. P.O. Box 201 Geronimo, Texas 78115 Phone: (830) 372-0101 Email: sales@zunna.com Website: www.zunna.com Our flagship product, WATS (pronounced watts) has received high praise from industry experts. Our software helps each investor find efficient investment strategies and optimal asset allocations that fit specific needs. Our focus is on long-term financial planning and investment strategy validation. The basis of WATS is a powerful calculation engine that runs investment scenarios through historical periods just as if you had lived during those periods. After running every available historical period WATS reports on historical success rate as well as worst-case, average-case, best-case, standard deviation and much more. |
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