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- Virtual Meetings – a guide for advisers
- Views from T3 2020: Morningstar Advisor Workstation 3.0
- Advisorstream – “Driving growth through client engagement”
- Wealthify – “Digital Wealth Management System”
- Praemium – “WealthCraft – Praemium’s digital engagement platform”
- Origo/Beyond Encryption – “Unipass Mailock”
- Nuance Communications – “Dragon Naturally Speaking Voice Recognition Software”
- Moneyinfo – “Branded client portals and apps”
- iPipeline – “SolutionBuilder & Product Features Report”
- InterGen Data – “DAVID – Digital Advice Via Demographics”