Investor Websites & Portals

VendorMatch

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.
  • For wealth managers, success means differentiating yourself from competitors by delivering insightful advice to your valued clients as you manag…
  • Avaloq provides an integrated and extensible omni-channel solution. The solution includes digital services at the point of contact between finan…
  • By meeting your clients' communication needs, you can distinguish yourself from your competitors. Pages is a powerful client communications solu…
  • Connect is a services based software product that provides firms with a fully white labelled solution to connect with their clients. Modules inc…
  • Intelledox Infiniti is a solution-ready, low-code platform that empowers businesses to digitally transform paper- and forms-based manual busines…
  • Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management p…
  • SimCorp Coric is a single platform that manages enterprise-wide investor communications. It automates manual processes, keeps accurate records,…
  • Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to th…
  • 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 offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solutio…
  • Intellect Wealth Qube is a relationship centric, one-stop Digital Wealth Management solution with Omni-channel and STP processing from front, mi…
  • My Wealth is a brand new, Wealth Management mobile app which enables wealth management providers to bring an engaging digital experience to thei…
  • With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for th…
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