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.

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…
JHC Figaro (Figaro) JHC
JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
Wealth Portal Dorsum
Client facing wealth management mobile application Our Wealth Portal is for the HNWI clientele, giving wealth managers a competitive edge in the…
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…
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…
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 Asset Management Impact Financial Systems
With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for th…
IFS Account Maintenance Impact Financial Systems
IFS’s Account Maintenance Solution allows financial advisors, sales assistants and other operations professionals to manage accounts with ease.…
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…
Omni-Channel Digital Banking Platform ETRONIKA
The award winning Customer Centric Omni-Channel Digital Banking Platform creates new experiences, valued by today's consumers and providers arou…
Croesus Advisor Croesus
To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variet…
BRITech Investment Management Platform BRITECH
BRITech's platform blends efficiency, simplicity and flexibility into an online suite that fully supports the needs of both front and back offic…
WealthMapper TietoEVRY
WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
Presults Archiving and Compliance Presults
Presults is a leading provider of email, website, and social media compliance, archiving, and discovery for registered advisers. The Presults se…
Tower TechRules
Tower: Leading financial software solution for Wealth Management. Efficiently manage a large number of complex customer portfolios with a large…

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