CONTACT

RIA Financial Planning Software Provider Directory

Firm Name Address Phone Email Website
Advicent 10700 W Research Dr., Suite One, Wilwaukee, WI 53226 855-890-5900x sales@advicentsolutions www.advicentsolutions.com/
eMoney (acquired by Fidelity) 1001 E Hector St., Suite 401, Conshohocken, PA 194285 888-362-4612x enterprise@emoneyadvisor.com www.emoneyadvisor.com
Finance Logix 5151 E. Broadway Blvd, Suite 620, Tucson, Arizona 85711 (800) 557-1780x sales@financelogix.com http://www.financelogix.com/
Guide Financial (acquired by John Hancock)       https://www.guidefinancial.com/
inStream solutions 1707 L Street, NW Suite 1020, Washington DC, 20036 800-444-1115x hello@instreamwealth.com http://instreamwealth.com
Interactive advisory software 3393 Bargaintown Rd., Egg Harbor Township, NJ 08234 609-365-5619x IASsales@IASsoftware.com www.iassoftware.com
Money Guide Pro 1588 Oakbridge Terrace, Powhatan, VA 23139 804-744-5900x sales@moneyguidepro.com www.moneyguidepro.com
Money Tree Software 2430 NW Professional Way, Corvallis, OR 97330 877-421-9815x sales@moneytree.com www.moneytree.com
Zywave 10700 W Research Dr., Suite 400, Milwaukee 53226 877-699-9928x marketing@zywave.com www.zywave.com/