Analysis of Online Investment Portals

Analysis of Online Investment Portals


Platforms and websites run by broker/dealers and funding portals were analyzed for key areas that influence user’s behavior.


Website design was checked on a laptop running Google Chrome. We used an iPhone 8 (with Safari as the browser) to test mobile readiness. Third-party integrations were analyzed to understand website analytics, SSL Certificate information and other data. All data collected for this report is in the public domain.


DealFlow Technologies reviewed 200 websites and platforms active in the equity crowdfunding, private placements and Regulation A business. We checked various parameters, including marketing automation, website and forms design, website analytics, security, privacy and technology frameworks. We’ve identified improvements that can lead to a significant increase in lead generation. By partnering with us, broker/dealers and funding portals can improve user experience and enhance security on their websites.

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