Delight your investors with a best-in-class investor portal
A beautiful, modern and secure online investor portal
Provide your investors with access to performance metrics, reports and transaction information in the cloud, anytime, from any device.
Designed to meet the needs of even the most demanding investor
Engaging performance metrics
Provide investors with an engaging portfolio dashboard where they can visualise and analyse performance.
Provide investors with secure access to detailed reporting, including performance reports, financial statements, and valuations.
Let investors view and download all documentation relating to their investments, including distribution statements, tax statements, and other documentation.
Provide your investors with a complete history of all transactions and allow them to export the data they need.
Monitor investor portal logins, document downloads, and other engagement events to gain insights and shape your approach.
Manage entities, accounts and settings
Allow your investors to manage users and settings and update key information across multiple investing entities.
Deliver a better investor experience, build stronger capital relationships
Digitally transform your business.
Provide a digital experience for your investors that rivals any fintech startup without the development cost or overhead.
Reduce internal workload.
Allow investors to manage their own accounts and access the information they need when needed—no wasted internal resources.
Engage your investors.
Facilitate the efficient flow of information between you and your investors to drive engagement and build stronger capital relationships.