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…
  • 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…
  • 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…
  • NIC Insured Connect LLC
  • Liferay Digital Experience Platform Liferay
  • 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…
  • 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…
  • SimCorp Coric SimCorp
    SimCorp Coric is a single platform that manages enterprise-wide investor communications. It automates manual processes, keeps accurate records,…
  • Conectus - Digital Wealth Platform Objectway
    Omnichannel and omni-device digital experience platform based on a lean portal with a widget framework to deliver an enjoyable user experience i…
  • 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…
  • 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…
  • Backstop Research Management Backstop Solutions Group
    Backstop Research Management The Backstop Research Management Solution combines qualitative, quantitative and subjective data tracking tools in…
  • Integro CX Dunstan Thomas Group
    Integro CX is an award winning portal solution with unlimited third party integration capabilities, workflow technology and an API that enables…
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