Investor Websites & Portals

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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/Analyze for advisors Equisoft
    Equisoft/Analyze for advisors A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
  • Avaloq Front Solutions Avaloq
    Avaloq provides an integrated and extensible omni-channel solution. The solution includes digital services at the point of contact between finan…
  • 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
  • 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…
  • SimCorp Coric SimCorp
    SimCorp Coric is a single platform that manages enterprise-wide investor communications. It automates manual processes, keeps accurate records,…
  • 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…
  • 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…
  • IFS Transitions Impact Financial Systems
    As financial services firms continue their efforts to attract and retain top talent, they must have solutions in place to handle the complex pro…
  • IFS Onboarding Impact Financial Systems
    IFS offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solutio…
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