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January 18, 2022 12:15 ET | Source: InvestorPortaLPro

InvestorPortaLPro Launches Two New Investor Portal Software Solutions for Investor Reporting and Investor Relations

NEW YORK, Jan. 18, 2022 (GLOBE NEWSWIRE) -- InvestorPortaLPro (IPP), the world's No. 1 investor portal provider, is launching two new investor portal products called insights.land and PORTAL.BLACK,...
November 13, 2018 13:21 ET | Source: AssetMark, Inc.

AssetMark Unveils WealthBuilderSM, a Dynamic Online Investment and Planning Experience, and Updated Investor Portal for Online Account Access

New digital solutions are designed to help financial advisors scale their businesses while positioning clients to achieve and track their personal investment goals CONCORD, Calif., Nov. 13, 2018 ...
September 15, 2015 09:00 ET | Source: FolioDynamix

FolioDynamix Launches New Investor Portal, Enabling Wealth Management Firms to Deliver a Better Client Experience

NEW YORK, Sept. 15, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the addition of a new investor portal. The investor...