Investor Websites & Portals
Client & Channels Management Software
Software and Solutions
Investor websites and portal solutions listed in our vendor directory. Research internet solutions for for use by financial institutions to deliver access to cash accounts, portfolio holdings, portfolio valuations, trade instructions and trading / executing trades, funding and moving money.
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Online Portal Features
Specify requirements for your client portal solutions that enables online access to portfolio holdings and portfolio valuations, open accounts, give instruction or execute trades.
Online Portal Features
Investment & trading
Near real-time refresh
How do you want it delivered, on your infrastructure managed by you or full hosted and managed by someone else. The industry is moving towards the latter.
On Premises Installation
Hosted / ASP / Private Cloud
Multi-Tenanted SaaS / Cloud
Citrix supported ?
Please describe multi-location / international deployment options
VPD Web Portal
VPD Financial Software Consulting Limited
The VPD Web Portal is your gateway to the vast amounts of quality assured, enriched data and analytics in VPD Risk & Performance, combining ...
ETNA provides a white label online trading platform ETNA Trader to brokers, trading and FinTech firms. ETNA Trader suite comes with an ...
Archway Technology Partners
FOIL is a client portal designed specifically to help investment advisors and fund managers effectively communicate with their clients. ...
CREALOGIX Group (MBA Systems)
Internet Broker is an award winning and market leading online broking system for a complete internet dealing solution. Utilising straight ...
Digital Keystone Limited
Designed as a customer experience platform for the integration and presentation of data from underlying systems, digital content and third ...
Investor and Fund Raising Portal
Vertice Technologies - AltaReturn
Investors are the lifeblood of your business. And they are demanding. Providing them with timely, transparent and meaningful information is ...
OFS Wealth Portal
Objectway Financial Software
OFS Wealth Portal enables business collaboration between advisors and investors with a multi-channel and multi-device solution. OFS Wealth ...
Connect is a services based software product that provides firms with a fully white labelled solution to connect with their clients. - ...
Avaloq Front Solutions
Avaloq Evolution AG
Avaloq provides an integrated and extensible omni-channel solution. The solution includes digital services at the point of contact between ...
SimCorp Coric Web Reporter
Access to information and client self-service via online and mobile channels has become a way of life. SimCorp Coric enables leading ...
Cloud Hedge is a specific solution for Hedge funds based on Salesforce: the world leader of Cloud platforms. Our solution enables to manage ...
Funds distribution solutions
We offer a number of products and services to help make distribution more efficient for the funds industry both locally and globally. - These ...
By meeting your clients' communication needs, you can distinguish yourself from your competitors. Pages is a powerful client communications ...
At Nexa we understand the rigorous demands placed on brokerage firms. Your ability to provide superior client support while effectively ...
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