Investment research and data tools for advisors
Investment research, risk profiling and data on the advisor industry itself.
Data and research vendors
- Broadridge Fi360Fiduciary due-diligence and investment-scoring tools, owned by Broadridge.
- Discovery DataMarket-intelligence data on advisors and distribution, now part of ISS Market Intelligence.
- FactSetFinancial data, analytics and workflow software for investment professionals.
- FINTRXDatabase of family offices, RIAs, broker-dealers and wealth teams.
- KwantiPortfolio analytics and risk tools for advisors.
- MorningstarInvestment research, data and advisor software, including the Direct Advisory Suite.
- NitrogenAdvisor software suite built around the Risk Number risk-profiling method.
- YChartsResearch, charting and proposal software for advisors and asset managers.
Financial ADVSR sells Atlas, a database of firms and advisors, which competes with the vendors listed here under Industry data.