A beautiful, modern and secure online investor portal
Provide your investors a branded, best-in-class investor portal, accessible from any device.
For emerging managers & established leaders
Effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.
Smarter funds management
Customisable
White-labeled and configurable to match each fund manager’s unique reporting needs and brand preferences.
Investor Reporting
Consolidated portfolio and individual fund reporting, with auto-calculating performance metrics and interactive graphs.
Document Repository
Investors can view and download all investment-related documents, including distribution and tax statements.
Transaction History
Provides a complete history of all transactions with data export capabilities for comprehensive financial tracking.
Activity Tracking
Monitor portal logins and document downloads to gain insights and tailor investor relations strategies.
Account Management
Allow your investors to manage users and settings and update key information across multiple investing entities.