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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 while you ma…
  • Life and Annuity Portals Solution Unqork
    Unqork offers differentiated capabilities to deliver a robust digital customer experience while also offering carriers and distributors more fle…
  • SimCorp Coric SimCorp
    SimCorp Coric is a single platform that manages enterprise-wide investor communications. It automates manual processes, keeps accurate records,…
  • Pages SS&C Technologies
    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…
  • Wealth360 Digital Wealth Platform CGI Group Inc.
    The Wealth360 Digital Wealth Platform (DWP) is a comprehensive wealth management platform offered by CGI. It is designed to meet the needs of we…
  • Catalyst GBST
    Digital wealth management platform delivering flexible and customisable online experiences, processed straight through to the back office Engagi…
  • NIC Insured Connect LLC
  • 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…
  • Equisoft/Analyze for wholesalers Equisoft
    Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
  • 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 advisors Equisoft
    Equisoft/Analyze for advisors A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
  • 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…
  • FundsTOTAL Investor Unilogic, Inc.
    FundsTOTAL Investor is a cutting-edge SaaS application that helps hedge fund managers to:• improve investor communication• boost investors’ conf…
  • 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…
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