Delight your investors. 
Drive engagement

Engaging performance metrics

Provide investors with an engaging portfolio dashboard where they can visualize performance across a configurable timeframe.

Detailed reporting

Provide investors with secure access to detailed reporting, including performance reports, financial statements, and valuations.

Document repository

Allow investors to view and download all their investment-related documents, including distribution statements, tax statements, and more.

Transaction history

Offer your investors a complete history of all transactions and the ability to export the data they need.

Activity tracking

Monitor investor portal logins, document downloads, and other engagement events to gain insights and shape your approach.

Manage entities, accounts and settings

Enable your investors to manage users and settings, and update key information across multiple investing entities.