Engagement Analytics

Engagement Analytics

Engagement Analytics transforms investment management by leveraging behavioral intelligence and superior data quality. With profiles of nearly 1 million active contacts, it delivers insights derived from 18 million unique investor visits, tracking engagement across over 10 channels to enhance investor attraction and optimize relationship strategies.

Top Engagement Analytics Alternatives

1

Wealthsimple Invest

Wealthsimple Invest provides a robust investment management platform designed for long-term wealth accumulation.

2

Q4 IR Websites

Q4 IR Websites empowers investor relations teams with a robust platform to seamlessly attract, manage, and analyze investor relationships.

3

ValueOne

Investment Management Software empowers executives and managers with customizable business intelligence dashboards, offering insightful views of their operations at both macro and micro levels.

4

ARGUS Taliance

ARGUS Taliance empowers real estate companies to efficiently manage fund performance and REITs through an intuitive interface.

5

Croesus

Offering a robust cloud-based portfolio management solution, Croesus empowers wealth management professionals with tools for modeling, rebalancing, compliance, and tax optimization.

6

OneVest

This investment management software revolutionizes wealth management with its no-code configurability, allowing firms to tailor solutions to their unique needs.

7

Chartsmart

and Canadian stock exchanges...

8

INVRS

Users can deepen their understanding of financial principles and investing strategies, paving the way for...

9

Sensr Portal

Investors enjoy a modern, personalized dashboard to track portfolios, investments, and returns, while limited partners...

10

Irwin

Its robust platform enables teams to track shareholder changes, manage events, and engage directly with...

11

MarketRisk

Users can select up to seven assets, including stocks and bonds, while the platform intelligently...

12

FinlogiK

It streamlines processes, enhances portfolio management through analytical dashboards, and supports a wide range of...

13

SYNDi Investment Ledger

It simplifies transaction history maintenance through a sub-ledger approach, reducing clutter in the General Ledger...

14

Update Capital

Investors enjoy a personalized dashboard, tracking cash flow, projections, and returns...

15

NüWorkflow

Offering tailored features, it empowers IT teams with workflow creation and error tracking, while automating...