Automate your distribution waterfalls to the click of a button. Accept & Continue. Dynamo’s integrated Investor Portal offers secure, configurable access to all relevant performance reports and investor documentation as secure documents, in-page exhibits, and downloadable data tables. 100% of our team has experience designing, building, and servicing investor portals. Most investor portals charge a one time setup fee ranging from $1,500-$5k along with service charges for loading in your previous deals and data. Bonus – How to protect your investors’ sensitive data from hackers, How to protect your investors’ sensitive data from hackers – Part 3 of 3, Data Consolidation & Simplified Reporting, The Ultimate Guide to Real Estate Syndication Pitch Books, The Ultimate Software Guide For Real Estate Syndicators, Real Estate Syndicators & Real Estate Investment Firms, Document portal with investment amounts and distributions – $10k, Full LP portal with new deal subscription, KYC / AML verification, Docusign integration – $25-50k. Security, integration, and transparency for hedge funds & boutique funds to provide world class investor relations service and software. We are always happy to hop on a video call as well to discuss a problem or offer training. Investor Portal Software - With IPP you don't get stuck with increasing license costs, and you can choose from our basic or regular product options. Request A Demo . Pricing. The user permission system of the investor portal/hedge fund software ensures that each visitor has accessed information corresponding to the user privilege level. Allvue System’s Investor Portal software combines the best of all worlds: highly configurable, feature-rich dashboards, the ability to securely share documents (statements, K-1s, notices), and tools to allow your LPs to update their information right in the system. Plan Sponsors. With Groundbreaker powering your investor portal software, you’ll provide your LPs with a dashboard offering an unprecedented level of reporting functionality. Report like the pros with drill downs into capital accounts with IRRs and DPI. Custom and turnkey asset management programs to grow assets and support clients. Preview the investor portal. Schedule an investor portal demo, consultation, or simply leave your information and we will contact you. Fundwave's investor portal helps you seamlessly share capital notices and reports with your limited partners. 1:55. Global asset managers, real estate investors, and alternative fund managers use InvestorFlow to increase distribution and to simplify investor services. JCurve Portfolio Management. Investor portal software that helps investment firms report to investors, manage documents, and streamline their back office. Schedule a Demo. Track Investor. Investor portals can have a wide array of costs depending on features. Impress your investors with an intuitive experience complete with dynamic dashboards and real-time access to fund information. Custom portal development will typically start at a bare minimum of $10k from a regular development company, though you’ll pay a premium for a company that specializes in FinTech or investor portals. The answer is different for everybody, but most small investment firms can’t go wrong with an investor portal that gets the basics right. A client portal is a secure, private website that provides the clients of financial advisors, CPAs and other types of service professionals with a place to view personal financial information and use financial management tools. Do you know if your web design team has a firewall in place protecting your website? You can visit our investor portal pricing page to learn more about our SAAS solution or shoot us a message below to get a quote for a custom investor portal solution. Ease of Use & Delegate Access. The user permission system of the investor portal/hedge fund software ensures that each visitor has accessed information corresponding to the user privilege level. Get Started Features. SupportBee’s customer portal software provides a dedicated space for your customers to manage and track the progress of their support requests. Whether you’re crowdfunding or raising capital from private investors, your fundraising process can be automated from creating a landing pages to collecting commitments, signing documents, and accepting payments. AltaReturn delivers next-generation Private Equity Software Suite that works across your business: Investment and Partnership Accounting, CRM, Investor Portal, Reporting and Fund Administration. Publish key metrics and let investors visualize progress on interactive dashboards. Holistic view of all plan assets in one dynamic, cloud-based solution. Navatar Investor; Open menu. An intuitive back office system to scale your business. Our core strengths are implementation, integration, automation, custom reports, custom development, training, cloud hosting, security, and a few other industry leading services that we provide for our clients. Matt Engle CashFlow Investor. TRUSTED BY THE TOP ALTERNATIVE INVESTMENT FIRMS Custom App Builder . Unorganized email chains and complex document sharing tools can quickly complicate investor relationships, making it challenging for general partners to keep up with reporting requests. Investment Management Software . Investors who receive regular distributions or payment can securely store and update their bank account information in a portal. World-class Investor Portals. After doing looking into it and running the numbers I arranged a viewing and put in a cash offer. Custom Branding. Investor’s need access to subscription documents, investment reports and summaries of new opportunities, previous and current K1s, and more. Organize, Allocate and Report with Fundwave's Fund Administration Software. Full accounting integration, zero limits on users or bandwidth, & source code you own. Provide your clients best-in-class reporting and on-demand access to their investments via the industry’s leading investor portal. Navatar Investor Portal is the next-generation virtual data room software for fund marketing, investor relations and gathering LP intelligence. Investor Deal Room’s modern investor portal software helps investment firms report to investors, manage documents, and streamline their back office. Investor Portals Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. Some portals also offer direct investor support when needed. Investor Deal Room offers simple investor portals for hosting documents as well as full fledged investor management systems with robust document management tools. Sharing data and documents such as capital account statements, investment summaries, distribution notices, capital calls, K-1s, and marketing materials requires safe handling, robust security, and ease of use. InvestorPortaLPro™ is an Investor Portal solution for Private Equity firms. Emerging Managers. Since we specialize in investor portals we’ve been able to build a toolbox for development that make sure we are able to keep costs low and work quickly. It provides powerful communication and reporting tools with a feature-rich email client to send periodic investor-specific communication. Investor Portal Improve investor satisfaction with the industry’s leading investor portal. We are affordable AND sophisticated, 100% dedicated to investor portals, and spend most of our revenue (+50%) on research and development (R&D) to build a better portal for YOU, our customers and your investors of all asset classes. Investor portal software designed to share, collaborate, produce, and secure information With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. InvestorPortaLProâ¢ investor portal software is built for private equity, hedge fund, real estate, fund administrator, public investor relations, legal teams, and venture capital firms, investors, and people to easily find documents, data, and reports online. The program also has an online app and portal for on-the-go money management. Our investor portal software platforms and product catalogue is designed to handle your investor portal platform needs such as; applications, websites, investor portals, virtual data rooms, dashboards, & mobile apps. We offer flexible pricing, financing options, and certain guarantees in our contracts for your success and ours. eFront Investment Café transforms investor relationship management, providing a modern, clean and easy to use cloud-based portal in order to guarantee investors access to information anytime, anywhere and from any device. Below are some broad expectations when looking at a custom solution vs. an off the shelf solution (one of ours or another). At a bare minimum, every investor portal is likely to have some type of document management solution. Raise money faster and give your investors a clear look into real time data. What types of firms does our investor portal software serve? Below, we’ll discuss some of the most common features and use cases for using an investor portal. Investment Operations Powerful, intuitive tools to replace spreadsheets and automate your back office. Our industry best features allow you to manage investor relations, communicate and collaborate with clients, and monitor your investor portal interactions. A really user friendly portal will delight your investors, bring your more repeat investors, and reduce the minutia in managing your business. All our portals are supported by our full time support team through email and phone. 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