Vitec Cockpit / Portman Alternatives, Part 1

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Vitec Cockpit / Portman Alternatives, Part 1

Three alternatives to Vitec Cockpit/Portman are Broadridge, Finartis Prospero 365, and FinFolio. All the details on these companies can be found in the attached spreadsheet, and a brief summary of each is below.

broadridge

  • Broadridge provides "advanced technology and operations, communications, data and analytics solutions for the financial services industry and businesses."
  • The company's wealth management platform features wealth insights services, data aggregation and management, business intelligence, performance analytics, advisor desktop solutions, and client information management.

Finartis prospero 365

  • Finartis provides solutions for fund and asset managers, family offices, and private banks. Prospero 365 is a complete front-to-back end software solution for investment management.

finfolio

  • FinFolio produces a fully-integrated portfolio management and trading software for wealth managers and investment advisors. The platform features "reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office."

research strategy

To respond to this request, your research team first identified competitors to Vitech Cockpit/Portman and then investigated each of those competitors in-depth to determine their alignment with the set of criteria specified in the spreadsheet. First, we analyzed Vitec's platform to understand exactly what the company offers. From there, we searched from leading companies in the industry offering similar B2B products and services and targeting investment clients and their advisors. Next, we did a deep-dive into each company to determine their alignment with the criteria set by analyzing their product offerings on each company's website, as well as third-party sources such as review websites and product comparisons. For some criteria, there was insufficient data published by the company or third-parties to determine the product's alignment, which has been noted in the spreadsheet. Each company would need to be contacted directly to determine if their product has these features. While we were only able to complete the spreadsheet for three companies in the scope of a single Wonder request, further requests would yield additional information as there are several other relevant competitors in the industry.

Sources
Sources