Investor Portal Software

Investor Portal

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.

Detailed reporting

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

Document repository

Let investors view and download all documentation relating to their investments, including distribution statements, tax statements, and other documentation.

Transaction history

Provide your investors with a complete history of all transactions and allow them 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

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.

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.

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.

Engage your investors.

Facilitate the efficient flow of information between you and your investors to drive engagement and build stronger capital relationships.

See Caruso in action

Learn how Caruso can help you effortlessly manage your investors and funds, whether you have $10M or $100B in AUM.