Implications of "Best Interest" Rule for Annuities
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Welcome to MutualFunds.com
Please help us personalize your experience and select the one that best describes you.
Your personalized experience is almost ready.
Thank you!
Check your email and confirm your subscription to complete your personalized experience.
Thank you for your submission
We hope you enjoy your experience
Here is a list of all the service providers at the IMPACT 2019 conference.
Event Booth | Name | Technology Sub-category |
231 | 280 CapMarkets | Trading/Rebalancing |
324 | Addepar | Integrated Platform, Portfolio Management, Reporting |
310 | Adhesion Wealth | Integrated Platform, Portfolio Management, Trading/Rebalancing |
334 | Advicent | Financial Planning |
305-31 | AdvicePay | Billing, Financial Planning |
305-9 | Advisor Software, Inc. | Financial Planning |
306 | AdvisorEngine, Inc. | CRM, Cybersecurity, Document Management, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
305-24 | AdvisorPeak | Trading/Rebalancing |
305-29 | AdvisoryWorld | Financial Planning, Portfolio Management, Risk Analysis, Other |
413 | Advyzon | CRM, Document Management, Integrated Platform, Portfolio Management |
305-1 | Agreement Express | Onboarding, Other |
305-14 | Argus Research Company | Research/ Analytics |
305-5 | Benjamin | Practice Management, Other |
305-16 | BillFin (Redi2 Technologies) | Billing, Other |
431 | Black Diamond Wealth Platform (SS&C Advent) | Document Management, Portfolio Management, Trading/Rebalancing, Other |
925 | Blackrock | Financial Planning |
305-6 | BlazePortfolio | Trading/Rebalancing |
332 | BNY Mellon | Albridge | Reporting |
305-12 | Bridge Financial Technology | Portfolio Management |
233 | Broadridge | CRM, Document Management, Financial Planning |
1535 | CAIS | Other |
305-10 | Chaikin Analytics | Portfolio Management, Research/ Analytics |
305-18 | Chetu, Inc. | Practice Management, Other |
409 | Chicago Clearing Corporation | Practice Management |
305-26 | CircleBlack | Integrated Solution, Portfolio Management, Trading/Rebalancing, Other |
305-27 | Clearnomics | Research/ Analytics, Other |
314 | Concenter Services - XLR8 | CRM Consultants, CRM |
234 | Discovery Data | CRM, Other |
Not Provided | eMoney Advisor | Financial Planning |
305-13 | Emotomy | Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing |
1307 | Envestnet | CRM, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing |
438 | Envestnet MoneyGuide | Financial Planning |
215 | FactSet | Portfolio Management |
507 | Fi360 | Document Management, Portfolio Management |
305-11 | FinFolio | Portfolio Management |
407 | Fiserv | Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
305-15 | FIX Flyer, LLC | Trading/Rebalancing, Other |
218 | Foreside | Document Management, Other |
305-8 | GeoWealth | CRM, Document Management, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
305-19 | Hexaview Technologies, Inc. | Document Management, Practice Management, Other |
305-17 | HiddenLevers | Research/ Analytics, Other |
305-32 | Highridge Technology | Cybersecurity, IT/Infrastructure/Hosting, Other |
1635 | iCapital Network | Document Management, Other |
425 | InvestCloud | CRM, Document Management, Financial Planning, Portfolio Management, Trading/Rebalancing |
1522 | J.P. Morgan Asset Management | CRM, Cybersecurity, Financial Planning, Portfolio Management |
305-7 | Jive Communications (Logmein) | Practice Management, Other |
304 | Junxure | CRM |
415 | Laser App/iPipeline | CRM, Document Management, Practice Management, Other |
427 | Laserfiche | Document Management, Practice Management |
305-33 | LifeYield, LLC | Financial Planning, Trading/Rebalancing |
419 | Morningstar, Inc. | Financial Planning, Portfolio Management, Trading/Rebalancing, Other |
305-3 | Net Worth Strategies, Inc. | Financial Planning, Portfolio Management, Research/ Analytics, Other |
133 | O'Shaughnessy Asset Management | Financial Planning, Portfolio Management |
526 | Oranj | Portfolio Management, Other |
219 | Orion Advisor Tech | Document Management, Financial Planning, Integrated Platform |
305-30 | Panoramix | Portfolio Management |
605-8 | PCS Retirement | Other |
305-2 | Portfolio Pathway | Portfolio Management, Trading/Rebalancing |
305-21 | Private Client Resources, LLC (PCR) | Reporting, Other |
312 | RedBlack Software | Trading/Rebalancing |
330 | Redtail Technology | CRM |
213 | Refinitiv | Other |
305-4 | RIA in a Box, LLC | Compliance, Cybersecurity, Other |
305-20 | Right Size Solutions, Inc. | Cybersecurity, IT/Infrastructure/Hosting |
305-25 | RightCapital | Financial Planning |
405 | Riskalyze | Risk Analysis, Other |
305-23 | Rixtrema | Financial Planning, Portfolio Management, Practice Management |
339 | Salient | Practice Management |
341 | SMArtX Advisory Solutions | Portfolio Management, Trading/Rebalancing |
431 | SS&C Advent | Portfolio Management, Trading/Rebalancing, Other |
431 | SS&C Salentica | CRM |
305-22 | Totum Risk | Portfolio Management, Risk Analysis, Other |
907 | United Capital | Other |
305-28 | Wealthbox CRM | CRM |
305-34 | YCharts | Research/ Analytics, Other |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Here is a list of all the service providers at the IMPACT 2019 conference.
Event Booth | Name | Technology Sub-category |
231 | 280 CapMarkets | Trading/Rebalancing |
324 | Addepar | Integrated Platform, Portfolio Management, Reporting |
310 | Adhesion Wealth | Integrated Platform, Portfolio Management, Trading/Rebalancing |
334 | Advicent | Financial Planning |
305-31 | AdvicePay | Billing, Financial Planning |
305-9 | Advisor Software, Inc. | Financial Planning |
306 | AdvisorEngine, Inc. | CRM, Cybersecurity, Document Management, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
305-24 | AdvisorPeak | Trading/Rebalancing |
305-29 | AdvisoryWorld | Financial Planning, Portfolio Management, Risk Analysis, Other |
413 | Advyzon | CRM, Document Management, Integrated Platform, Portfolio Management |
305-1 | Agreement Express | Onboarding, Other |
305-14 | Argus Research Company | Research/ Analytics |
305-5 | Benjamin | Practice Management, Other |
305-16 | BillFin (Redi2 Technologies) | Billing, Other |
431 | Black Diamond Wealth Platform (SS&C Advent) | Document Management, Portfolio Management, Trading/Rebalancing, Other |
925 | Blackrock | Financial Planning |
305-6 | BlazePortfolio | Trading/Rebalancing |
332 | BNY Mellon | Albridge | Reporting |
305-12 | Bridge Financial Technology | Portfolio Management |
233 | Broadridge | CRM, Document Management, Financial Planning |
1535 | CAIS | Other |
305-10 | Chaikin Analytics | Portfolio Management, Research/ Analytics |
305-18 | Chetu, Inc. | Practice Management, Other |
409 | Chicago Clearing Corporation | Practice Management |
305-26 | CircleBlack | Integrated Solution, Portfolio Management, Trading/Rebalancing, Other |
305-27 | Clearnomics | Research/ Analytics, Other |
314 | Concenter Services - XLR8 | CRM Consultants, CRM |
234 | Discovery Data | CRM, Other |
Not Provided | eMoney Advisor | Financial Planning |
305-13 | Emotomy | Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing |
1307 | Envestnet | CRM, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing |
438 | Envestnet MoneyGuide | Financial Planning |
215 | FactSet | Portfolio Management |
507 | Fi360 | Document Management, Portfolio Management |
305-11 | FinFolio | Portfolio Management |
407 | Fiserv | Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
305-15 | FIX Flyer, LLC | Trading/Rebalancing, Other |
218 | Foreside | Document Management, Other |
305-8 | GeoWealth | CRM, Document Management, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
305-19 | Hexaview Technologies, Inc. | Document Management, Practice Management, Other |
305-17 | HiddenLevers | Research/ Analytics, Other |
305-32 | Highridge Technology | Cybersecurity, IT/Infrastructure/Hosting, Other |
1635 | iCapital Network | Document Management, Other |
425 | InvestCloud | CRM, Document Management, Financial Planning, Portfolio Management, Trading/Rebalancing |
1522 | J.P. Morgan Asset Management | CRM, Cybersecurity, Financial Planning, Portfolio Management |
305-7 | Jive Communications (Logmein) | Practice Management, Other |
304 | Junxure | CRM |
415 | Laser App/iPipeline | CRM, Document Management, Practice Management, Other |
427 | Laserfiche | Document Management, Practice Management |
305-33 | LifeYield, LLC | Financial Planning, Trading/Rebalancing |
419 | Morningstar, Inc. | Financial Planning, Portfolio Management, Trading/Rebalancing, Other |
305-3 | Net Worth Strategies, Inc. | Financial Planning, Portfolio Management, Research/ Analytics, Other |
133 | O'Shaughnessy Asset Management | Financial Planning, Portfolio Management |
526 | Oranj | Portfolio Management, Other |
219 | Orion Advisor Tech | Document Management, Financial Planning, Integrated Platform |
305-30 | Panoramix | Portfolio Management |
605-8 | PCS Retirement | Other |
305-2 | Portfolio Pathway | Portfolio Management, Trading/Rebalancing |
305-21 | Private Client Resources, LLC (PCR) | Reporting, Other |
312 | RedBlack Software | Trading/Rebalancing |
330 | Redtail Technology | CRM |
213 | Refinitiv | Other |
305-4 | RIA in a Box, LLC | Compliance, Cybersecurity, Other |
305-20 | Right Size Solutions, Inc. | Cybersecurity, IT/Infrastructure/Hosting |
305-25 | RightCapital | Financial Planning |
405 | Riskalyze | Risk Analysis, Other |
305-23 | Rixtrema | Financial Planning, Portfolio Management, Practice Management |
339 | Salient | Practice Management |
341 | SMArtX Advisory Solutions | Portfolio Management, Trading/Rebalancing |
431 | SS&C Advent | Portfolio Management, Trading/Rebalancing, Other |
431 | SS&C Salentica | CRM |
305-22 | Totum Risk | Portfolio Management, Risk Analysis, Other |
907 | United Capital | Other |
305-28 | Wealthbox CRM | CRM |
305-34 | YCharts | Research/ Analytics, Other |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...