Investor Websites & Portals

VendorMatch

I confirm I have read and understand the terms of use and privacy policy related to the use of VendorMatch and that my information may be shared with the vendors whose pages I access. Subscribers to our VendorMatch premium services should ensure they are signed in to benefit from the anonymity feature prior to visiting a vendor profile. If you do not have a VendorMatch premium subscription you can learn more here.
Find investor websites and portal solutions listed in our vendor directory. Use the research platform to evaluate internet solutions used by financial institutions to deliver access to cash accounts, portfolio holdings, portfolio valuations, trade instructions and trading / executing trades, funding and moving money. Also use our guide to analyse and compare the features and functions of these solutions available including reports and RFIs.
  • Digital Solutions FactSet
    For wealth managers, success means differentiating yourself from competitors by delivering insightful advice to your valued clients as you manag…
  • Equisoft/Plan Equisoft
    Equisoft/plan is a market-leading SaaS solution for investment and insurance advisors dedicated in completing a strong financial plan for their…
  • Equisoft/Analyze for advisors Equisoft
    Equisoft/Analyze for advisors A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
  • Pages SS&C
    By meeting your clients' communication needs, you can distinguish yourself from your competitors. Pages is a powerful client communications solu…
  • Connect - Research Management Services worldflow
    Connect is a services based software product that provides firms with a fully white labelled solution to connect with their clients. Modules inc…
  • Equisoft/Analyze for wholesalers Equisoft
    Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
  • NIC Insured Connect LLC
  • Refinitiv Workspace for Wealth Advisors Refinitiv
    Refinitiv Workspace for Wealth Advisors is designed for relationship managers and wealth advisors within wealth management companies. This next-…
  • Comarch Wealth Management Comarch
    Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management p…
  • Liferay Digital Experience Platform Liferay
    Liferay Digital Experience Platform (Liferay DXP) provides an open source and enterprise-ready platform for your business to build tailored solu…
  • Intelledox Infiniti platform Intelledox
    Intelledox Infiniti is a solution-ready, low-code platform that empowers businesses to digitally transform paper- and forms-based manual busines…
  • FundsTOTAL Investor Unilogic, Inc.
    FundsTOTAL Investor is a cutting-edge SaaS application that helps hedge fund managers to:• improve investor communication• boost investors’ conf…
  • SimCorp Coric SimCorp
    SimCorp Coric is a single platform that manages enterprise-wide investor communications. It automates manual processes, keeps accurate records,…
  • Wealth Management Solutions FIS
    Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to th…
  • Intellect Wealth Qube Intellect Design Arena
    Intellect Wealth Qube is a relationship centric, one-stop Digital Wealth Management solution with Omni-channel and STP processing from front, mi…
Search results
No results
Show results & filters
Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.