Investment Portals

Compare 23 investment portals tools to find the right one for your needs

🔧 Tools

Compare and find the best investment portals for your needs

Trovata

The Easiest Way to Automate Cash Reporting, Forecasting, and Analysis.

An API-driven platform that automates the aggregation of bank data to provide insights into cash flow, forecasting, and analysis.

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HighRadius Treasury

AI-Powered Treasury Management Software.

An AI-powered treasury management solution designed to automate cash forecasting and cash management processes.

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Clearwater Analytics

The single instance, multi-tenant investment accounting and analytics platform.

A SaaS platform for automated investment data aggregation, accounting, reporting, and analytics for insurers, asset managers, and corporations.

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Treasury Intelligence Solutions (TIS)

The Leading Cloud Platform for Managing Global Payments and Cash Flows.

A cloud platform for managing corporate payments, liquidity, and bank connectivity, providing a single point of access for global cash flow data.

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GTreasury

The Digital TMS for Today's Corporate Treasurer.

A comprehensive Treasury and Risk Management System (TRMS) offering solutions for cash management, payments, risk management, and accounting.

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Kyriba

The Global Platform for CFOs to Maximize Growth and Opportunity

A comprehensive, cloud-based Active Liquidity Network that includes modules for treasury, risk management, payments, and working capital.

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Nomentia

Europe's #1 choice for Cash & Treasury Management.

A modular, cloud-based treasury and cash management solution with a strong focus on bank connectivity, payments, and liquidity management.

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SAP S/4HANA for Treasury and Working Capital Management

Optimize working capital and mitigate financial risks.

A fully integrated treasury management solution within the SAP S/4HANA ERP ecosystem, offering real-time insights and process automation.

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Coupa Treasury

Full Liquidity and Risk Visibility in One Place.

A treasury management system (formerly BELLIN) that is part of Coupa's Business Spend Management platform, focusing on liquidity and cash management.

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Bottomline

The way businesses pay and get paid.

A financial technology company providing solutions for business payments, treasury management, and fraud prevention.

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Oracle Treasury

Manage global treasury operations and liquidity.

An integrated treasury management solution within the Oracle Fusion Cloud ERP suite, providing tools for cash management, payments, and risk.

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ION Treasury

Automate your treasury operations.

A suite of enterprise-grade treasury and risk management solutions for complex treasury operations, including Reval and Wallstreet Suite.

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FIS Treasury and Risk Manager

Manage liquidity, risk and compliance with confidence.

A comprehensive suite of treasury solutions (including Integrity) for cash management, risk, payments, and compliance for corporations and banks.

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Finastra Fusion Treasury

The future of finance is open.

A suite of treasury and capital markets solutions for banks and corporations, offering deep functionality for trading, risk, and operations.

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ICD Portal

An investment portal designed specifically for treasury.

A leading independent portal for corporate treasury to research, trade, and manage short-term investments like money market funds (MMFs).

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Tradeweb for Corporate Treasury

Clarity, control and confidence in every investment and liquidity decision.

An independent trading and investment portal for corporate treasury and finance teams, covering short-term cash and fixed-income markets.

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Treasury Curve

Elevated Money Management

An independent money market fund portal that allows direct trading and aims to provide its full suite of technology at a low to no cost.

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TreasurySpring

The Fixed-Term Fund (FTF) Platform.

A platform offering access to Fixed-Term Funds (FTFs), enabling organizations to invest surplus cash in secured, single-issuer vehicles.

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SimCorp

Empowering investment management.

A leading provider of integrated, front-to-back investment management solutions for the global financial services industry.

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BlackRock Aladdin

Unifying the investment management process.

An end-to-end investment management and operations platform that unifies data and processes for portfolio managers, traders, and risk managers.

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Hazeltree

Treasury and Liquidity Management Solutions for the Alternative Asset Industry.

A leading provider of treasury, collateral, and liquidity management solutions specifically for the alternative investment industry.

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Murex MX.3

Pioneering again.

An integrated platform for trading, risk management, and processing across all asset classes for capital markets participants.

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Round

The AI Treasury Manager.

An AI-powered treasury management platform for startups and forward-thinking CFOs, focused on optimizing cash, automating workflows, and maximizing yield.

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