# of RIAs: Approximately 5,000 firms
Web-based?: Yes, except for Portfolio Center.
Cost: Primarily free. Does charge for Portfolio Center.
Supports: Advent, dbCAMS, IAS and others
Current & Upcoming Bells and Whistles: Real-time cash rebalancing; cashiering and wire requests can be followed online.
# of RIAs: Approximately 3,500 firms
Web-based?: Most features Web-based.
Cost: Varies. Certain extras such as access to Oracle and NaviPlan features incur additional costs.
Supports: WebEx and others.
Current & Upcoming Bells and Whistles: Ability to view asset classes and positions on alternative investment streams; pre-populated fields for new account applications.
# of RIAs: 5,000 after Fiserv acquisition.
Web-based?: Completely Web-based; enhanced applet to download.
Cost: Free, except for iRebal that starts at $50,000 a year.
Supports: ACT, Junxture-i, Outlook among others.
Current & Upcoming Bells and Whistles: Automatic flags for rebalancing; online check requests.
Pershing Advisor Solutions
# of RIAs: 480 firms
Web-based?: Features both Web-based and client-installed.
Supports: Advent and others.
Current & Upcoming Bells and Whistles: Tax-optimizing and tax-aware rebalancing; alerts when trades and money transfers have been completed.