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…
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…
NIC Insured Connect LLC
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 wholesalers Equisoft
Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
Equisoft/Analyze for advisors Equisoft
Equisoft/Analyze for advisors A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
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…
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-…
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…
My Wealth Dorsum
My Wealth is a brand new, Wealth Management mobile app which enables wealth management providers to bring an engaging digital experience to thei…

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