Investor Portal

Impress investors. Reduce the noise

A modern, white-labelled portal for Australian investors. Tax statements, distribution notices and documents self-served, from SMSFs to family trusts, all under one login.

Present like an institutional manager

Put your firm front and centre with a portal that looks great on any device and adapts to your reporting needs.

Your brand, leading the experienceCreate a polished investor experience shaped around your firm’s brand.

Anytime. Any device.A seamless experience on mobile, tablet, or desktop. Investors access their portfolio however they prefer.

Built around how you reportConfigure graphs, metrics, and tables to match your reporting style and investor expectations.

Less investor queries. Lower cost to serve.

Give investors the information they need in an easy to use portal, so routine requests fall and your team stays focused.

Real-time reporting, clearly presented

Give investors consolidated portfolio and fund views with auto-calculated performance metrics and interactive charts.

Documents and transactions, in one place

Investors can self-serve every document, from distribution notices to tax statements, plus a complete transaction history with simple exports for their own reporting.

More than just reporting

One connected experience for Australian investors across onboarding, capital raising and reporting.

Onboard investors and raise capital

Let investors onboard and complete digital subscriptions through the investor portal. Deliver a seamless end-to-end journey from first access to commitment.

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Activity tracking and CRM integration 

Track logins, data room access and downloads, automatically surfaced in Caruso’s CRM. Understand engagement, prioritise follow-up, and support investors proactively.

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Adviser-friendly access

Give advisers a single view of every client’s investments, across all investing entities. Bulk applications, bulk document downloads, and reporting built for advised portfolios.

If you have questions, we have answers

Customisable, white-label portal with consolidated portfolio and fund-level reporting, interactive performance charts, document library, and full transaction history.

Yes—investors can download distribution notices and tax statements directly.

Yes — activity tracking shows logins and document downloads to guide Investor Relations strategy.

Yes. Adviser Views give advisers a single view of all their clients’ investments, with bulk actions for applications and documents. Accountants and other authorised representatives can also be given multi-user access to view holdings and activity.

Save time. Impress investors. Grow AUM.

Impress investors. Reduce the noise

Less investor queries. Lower cost to serve.

What do investors see in the portal?

Do you distribute tax forms and statements via the portal?

Can we monitor usage and downloads?

Can advisers or accountants access and track an investor’s fund on their behalf?

Less investor queries. Lower cost to serve.

What do investors see in the portal?

Do you distribute tax forms and statements via the portal?

Can we monitor usage and downloads?

Can advisers or accountants access and track an investor’s fund on their behalf?