REQUEST ACCESS > Learn how InvestNext can work best for you. Custom Branding. The answer is different for everybody, but most small investment firms can’t go wrong with an investor portal that gets the basics right. 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. Holistic view of all plan assets in one dynamic, cloud-based solution. Navatar Investor Portal is the next-generation virtual data room software for fund marketing, investor relations and gathering LP intelligence. Relay documents, reports, and data online to your investors. Our software does the heavy lifting and reporting requirements management for you. This transparency and accountability can provide your customers with the much-needed assurance that their requests are not lost in the corporate black hole. Additional costs vary from project to project, but the big ones usually include costs for DocuSign integrations, KCY / AML support, and direct payment costs. Organize, Allocate and Report with Fundwave's Fund Administration Software. What types of firms does our investor portal software serve? 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 Deal Room’s modern investor portal software helps investment firms report to investors, manage documents, and streamline their back office. Private equity software for fund marketing to commitment and capital call to distribution. Remain cost-effective and use our intuitive, easily operated, powerful end-to-end tools to automate investment operations and stay connected to your investors Our Product. Annual license fees for custom portals often start at $10,000/year. Contact Us. Protect your brand and information online so your investors can view, email, download, print, and share the information you provide for them. We’ve doubled AUM and scaled our capital relationships to hundreds of private investors without having to add headcount, thanks to Juniper Square. Juniper Square. Investor Portal offers investors an on-line information center that provides up-to-date data of shareholders that is kept in a highly-secure system. Schedule a demo of Intralinks© investor portal. Best-in-class full service solution to springboard your startup to the next level. 75%. Wire fraud is the most common type of fraud investment companies are subject to, and having a secure investment portal makes sure you don’t have to send wiring instructions over email and risk compromise. We offer flexible pricing, financing options, and certain guarantees in our contracts for your success and ours. Contact IPP today for setting up a professional investor portal solution with your personalized needs in mind. Automate Your Back Office We use 100% open source solutions in our technology stack, and provide root access to your teams. AltaReturn delivers next-generation Private Equity Software Suite that works across your business: Investment and Partnership Accounting, CRM, Investor Portal, Reporting and Fund Administration. If you’re looking for a more bespoke solution prices will vary widely with functionality, but you can generally expect to pay at least $15k and as high as $100k for a custom portal. AltaReturn delivers next-generation Private Equity Software Suite that works across your business: Investment and Partnership Accounting, CRM, Investor Portal, Reporting and Fund Administration. 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. Fund managers can post fund performance, research data or account-level analytics. And as a GP, you can easily manage everything without the need for spreadsheets. Login. See more about our pricing here. Schedule an investor portal demo, consultation, or simply leave your information and we will contact you. SmartExchange is a completely customizable solution. Navatar Investor Portal is the next-generation virtual data room software for fund marketing, investor relations and gathering LP intelligence. Attract more capital & keep existing investors happy at an affordable price. It provides powerful communication and reporting tools with a feature-rich email client to send periodic investor-specific communication. More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Optionally generate investor statements and send direct payments to their bank accounts. SupportBee’s customer portal software provides a dedicated space for your customers to manage and track the progress of their support requests. InvestorPortaLPro (IPP) offers reporting solutions for fund marketing, a gateway for fund raising to help you raise faster, distributing documents online securely, and collaborating with investors. 100% of our team has experience designing, building, and servicing investor portals. From free investment software, to a one-time payment or on-going fees, there has never been a better selection of investment management software on the market. Your investor’s sensitive data is at risk and the license fee is what keeps the development team focused on updating your portal and making sure your investor’s data stays safe. Managing these through a service like Dropbox can work at the start, but an investor portal software is sure to increase a firm’s professionalism and make it easier for GPs to manage their investors. 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. Investor Portal Deliver timely information through secure, self-service online portal Impress investors by delivering key performance metrics, capital transaction activity and documents via a simple-to-use investor portal. Lower operational overhead on investor relations. Investor Deal Room charges a one time setup fee of $2,500 for our off-the-shelf solution that includes on-boarding of up to 5 previous deals. 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. Read the press release: Oracle to Close Acquisition of Portal Software Today; Support for Portal Software Products; Product Information. US: 212-863-9655. sales@navatargroup.com. Investor Portals Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. Contact us today. Most web designers use frameworks like…, Stop sharing wiring instructions over email. An important, and often overlooked, feature of a small company offering a web based investor portal solution is increasing the level of credibility the GP in the eyes of the LP. Investor Portal . And your investors will appreciate it. Our software-as-a-service (SaaS), cloud-based applications are highly configurable to create branded and personalized investor experiences. Log in or sign up to reply Top Subjects: Tenants, Single Family, and Maintenance. With over 100 integrations out of the box, and dozens of applications built for collaboration and sharing, insights.land is the destination of choice for the discerning investor relations team looking for investor portal software, corporate legal team, and startup hedge fund alike. Vantage Software specializes in investor portal & accounting software, reporting, fundrasing, contact management, portfolio monitoring & deal flow management Vantage Software makes you to run a software in which we were specialize in investor portal and accounting software, reporting, fundraising software, contact management, portfolio monitoring and deal flow manager solutions and so on! 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. If you are a small alternative investment company, it’s a fair question to ask whether you really need an investor portal software or whether the way you’ve been doing things is good enough. We offer both custom investor portal software solutions and off the shelf solutions for various industries. 5760 Legacy Drive Suite B3-318, Plano, TX 75024, Is your investor website vulnerable to being hacked? 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. With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. We give people a personalized & tailored experience, which is specific to their unique financial picture. With so many private investment firms still handling things with spreadsheets and email, offering a white-labeled investor portal can help GPs stand out among their competition. Get Started Features. Our tools will help you make better business decisions, reduce risk, and collaborate with your current and prospective investors. Below are some broad expectations when looking at a custom solution vs. an off the shelf solution (one of ours or another). Market your new deal to past investors and new prospects and provide them with a streamlined subscription process from soft commit to e-signing subscription documents and funding. 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. Some portal development companies offer email-only support and others offer phone and video chat support. Automate your distribution waterfalls to the click of a button. eFront Investment Café is a white-labelled portal service with a modern and appealing interface and unique features like KPI and information dashboards that greatly enhance the … As the provider of an industry-leading enterprise file sharing solution that enables and simplifies secure collaboration, we deliver an investor portal that supports investor communication while protecting confidential information from unauthorized viewing. Investor Deal Room’s modern investor portal software helps investment firms report to investors, manage documents, and streamline their back office. SyndicationPro’s user interface is amazing! All our portals are supported by our full time support team through email and phone. What are some common features in investor portals? (58 reviews) Juniper Square is easy-to-use, all-in … Investor portals can have a wide array of costs depending on features. Emerging Managers. Private Equity Investor Portal Software from AltaReturn This portal uses cookies to ensure you get the best experience. Centralize all of your company documents, people, and conversations in one easy-to-use hub that employees can access anywhere, anytime. A world class experience for your investors. Investors want to know if their investment is performing well and want to be able to see everything at a glance. Best-in-class full service solution to springboard your startup to the next level. Let's build your success story. Pricing. Visit Website. Real estate investment management software that offers innovative features including: waterfall distributions, CRM, investor portal & investor statements. For shareholder information, please visit our Investor Relations Web site. Some portals also offer direct investor support when needed. Fundwave's investor portal helps you seamlessly share capital notices and reports with your limited partners. We’ll start out with the free portfolio trackers and wealth management software, next the investment and stock portfolio trackers that charge an ongoing fee. Portal Software that unifies teams and accelerates growth. Quicken recently launched an annual subscription model to the software to track investments and supplement the desktop application that you install on your computer. One of our early clients lost $200,000 in his first syndication to wire fraud. Here are some of the industries that use investor portals in the world of private investing: Since some investor portal software solutions focus solely on the LP experience  and others include functionality for managing an investment firm’s back office, the features can vary pretty broadly. Investment operations services and innovative software for the front, middle, and back office. 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. Sales. Report and communicate to investors for all asset classes and financial products. Share & store documents and data online, with an integrated communications platform, to expand conversations. Our annual license fees range from $3k/year to $10k/year. AppFolio gives you and your team the ability to run your business, stay connected, and communicate with customers — from anywhere. Get Started Features. Request A Demo . 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. Do you know if your web design team has a firewall in place protecting your website? Make yourself available, digitally, 24x7, 365 days a year! Vantage Insight TM is Industry’s most trusted Investor Portal Software with a state of the art data-warehouse and business-intelligence interface for intuitive, graphical reporting and performance analysis of investment activities. 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. I was interested and they sent me all of the details with their numbers. 1:55. Shoot us a message and we’ll respond right away. Investor Deal Room is an investor portal software that provides a clean and intuitive option that syndicators and smaller firms can use without hiring a big team to manage it. Investor Portal Improve investor satisfaction with the industry’s leading investor portal. InvestorPortaLPro™ is securely hosted and SSAE SOC II Type 2 certified. Full accounting integration, zero limits on users or bandwidth, & source code you own. IPP investor portal software & investor portal apps - for alternative asset managers and asset servicers. Investor Deal Room is an investor portal software that provides a clean and intuitive option that syndicators and smaller firms can use without hiring a big team to manage it. "We shall build good software here, at a profit if we can, at a loss if we must, but always good software. The best … The GP will have a record of all bank accounts and an audit log of all updates. Book a Demo. "InvestorPortaLPro™ aims to be the most user-friendly, affordable, and modern investor portal on the market for firms of all sizes, including private equity, real estate, public companies, private companies, banks, wealth managers, and asset servicers. Provide secure access to documents and investment performance in the cloud, anytime, from any device . Robust and Easy-to-Use Real Estate Investment Management Software, Investor CRM and Investor Portal to Increase Your Competitive Edge. Investment Management Software . Unlock the potential of your people, processes, and business at scale with AppFolio Property Manager PLUS. Investor portal software technology designed for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more. Another syndicator I know lost 50k to the same hack.…, Stop sharing sensitive files over email directly Asking small investment companies to not share investor data over email is tough - but when it comes to documents it’s a good…. Make sure to ask if your license fees cover support and what level of support you can expect to receive. An intuitive back office system to scale your business. Most investor portal vendors will include these in the project scope if you’re building a custom portal. Ready to get started? Publish key metrics and let investors visualize progress on interactive dashboards. An Investor Portal Tech Partner Investor Deal Room provides private equity real estate firms and alternative investment managers a personalized, customizable solution to wow investors, automate operations, and raise more capital through our investor portal software. Automate waterfall calculations for investors, and save time and treasure. Fundwave's investor portal helps you seamlessly share capital notices and reports with your limited partners. Visit us today! Our subscription based investor management software solution helps keep costs low by proving a lot of features that would have to be payed for separately using a custom portal solution. Investor Portal offers investors an on-line information center that provides up-to-date data of shareholders that is kept in a highly-secure system. What is investor portal software? The user permission system of the investor portal/hedge fund software ensures that each visitor has accessed information corresponding to the user privilege level. More than 170,000 individuals from 37,000 endowments, foundations, family offices and consultancies already have an Intralinks login, so they already know the interface and are comfortable using the platform. 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. With Groundbreaker powering your investor portal software, you’ll provide your LPs with a dashboard offering an unprecedented level of reporting functionality. This eases the burden for investors / LPs to aggregate information in their own systems (many of whom use Dynamo themselves). A robust internet portal is the entry to investment information, legal information, and marketing info for your firm, fund, deals, and more. After doing looking into it and running the numbers I arranged a viewing and put in a cash offer. Investor Deal Room offers simple investor portals for hosting documents as well as full fledged investor management systems with robust document management tools. for real estate sponsors, firms and funds . We offer a comprehensive, cloud-based BSM platform that has connected hundreds of organizations with more than five million suppliers globally. Increase productivity, unite employees, and improve culture with tools that connects & engages. InvestNext is a modern real estate investment management software that consolidates all of your investment and investor information, enabling you to focus on growing your business and provide best-in-class service to investors. Designed for investor relations portals, deal team collaboration, portfolio manager reporting, compliance, a single source of truth, and more to make you more efficient, effective, and successful. This eases the burden for investors / LPs to aggregate information in their own systems (many of whom use Dynamo themselves). Want to request a quote? Investor relations software can collect intelligence on public and private companies, data on specific industries, risk assessments and other important information for easy reporting on company data contextualized with relevant industry information for investor and regulator use. Deploying an investor portal with Intralinks puts you in the company of the world’s largest community of global investors, GPs and LPs. Raise money faster and give your investors a clear look into real time data. insights.land™ - Sharing & collaboration, PORTAL.BLACK™ - The premiere IR solution. Since we develop sophisticated technology, we spend a majority of our budget on R&D. Investor Reporting Software The Investor Portal allows your team to report on performance, account balances, transactions, and commitments for investors while working within the … Investor portals are common to multiple industries serving both private and public investments but this article will focus on private investor portals. Certain investor portal solutions have the ability to collect and verify the identity of an LP before accepting investments, helping firms to stay FINRA compliant. Our software does the heavy lifting and reporting requirements management for you. The process was smooth and within a month we were able to complete. Unlimited Investor Experiences. There are many reasons to choose InvestorPortaLPro™ for your investor portal platforms. We are confident you will not find a more honest, straight-forward, and down to earth team in the space. Investors who receive regular distributions or payment can securely store and update their bank account information in a portal. What Our Clients Say! Investor web portal solutions are a great way for small investment firms to provide an institutional quality to their investors without breaking the bank. Your investor portal can become the single source of truth for your operations and accounting team as well as a valuable data store and communication tool for investors. Modern Dashboard. Both price and features matter and we’ll explore both. AltaReturn delivers next-generation Private Equity Software Suite that works across your business: Investment and Partnership Accounting, CRM, Investor Portal, Reporting and Fund Administration. HOME; INVESTOR PORTAL; SPONSOR PORTAL; FEATURES; PRICING & SIGNUP; SUPPORT; Call Us: 832-857-0560; ORGANIZE. The user permission system of the investor portal/hedge fund software ensures that each visitor has accessed information corresponding to the user privilege level. Secure private equity & venture capital (PE / VC) investor portal software, website, and solutions. 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. Head of Investor Relations Urban Green Investments. Security, integration, and transparency for hedge funds & boutique funds to provide world class investor relations service and software. Key Features. 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. Connect & visualize key data such as interactions and use them to make decisions more effectively throughout your partnership. Documents can also be watermarked for additional security. Modern Dashboard. Plan Sponsors. Hand crafted and designed for fund admins and other asset servicers. Investor Portal Custom branding, interactive dashboards & self service options for your investors. Most investor reports offer a secure document management system to share K1s and subscription documents with investors as well as some level of investor reporting. 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. Unify. Investment Management Software . for real estate sponsors, firms and funds . TRACK. InvestorPortaLPro™ is an Investor Portal solution for Private Equity firms. Is your investor facing website vulnerable to being hacked? Create your own client portal . By Juniper Square. Here are some broad examples of our custom portal pricing: Maintenance on an investor portal can vary as well, but you should be very wary of skimming on this or just vying for the cheapest option. Ease of Use & Delegate Access. Wide variety of products tailored to every need No limits on users, accounts, investors, etc. Fund managers can post fund performance, research data or account-level analytics. It also serves as a repository … Even a simple investor portal solution can allow you to show investors their investments, ownership shares, and distributions, while more robust solutions will track performance calculations like ROI, Projected IRR, Preferred Returns, Capital Balance, and more. Investor web portal solutions are a great way for small investment firms to provide an institutional quality to their investors without breaking the bank. Contact Us. This portal uses cookies to ensure you get the best experience. A centralized investor CRM can allow you to see all of an investor’s transactions, investment profiles, and history in one place, while also allowing you to keep track of your interactions and notes on the investor. Affordable and simple to get started, InvestorPortaLPro is the industry's first product that delivers on investors' dreams while offering a pricing model that is truly unique. We are always happy to hop on a video call as well to discuss a problem or offer training. Below, we’ll discuss some of the most common features and use cases for using an investor portal. Investors Portal. Put property & investment info online with IPP investor relations portals. The heavy lifting and reporting requirements management for you that work for micro VCs, impact funds, SPV and... We will contact you real-time access to fund information, from any device we ’ ve been able to everything. Capital call to distribution portals also offer direct investor support when needed email. 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Month we were able to see everything at a custom solution vs. an off the solution! The power of your Keyspire investor software with these video tutorials are confident you will find! Accounts, investors, manage documents, and more alternative investment software professionals post fund performance, research data account-level! And asset servicers are many reasons to choose investorportalpro™ for your investor portal industry. Supplement the desktop application that you install on your computer documents as as. To wire fraud your team the ability to run your business risk, and Maintenance confident you will not a! For fund admins and other asset servicers provides powerful communication and reporting requirements management for you need. To investor portal software useful, and more to expect a portal for reporting and on-demand access to subscription documents reports... Access to your teams small investment firms to provide an institutional quality their. 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Has accessed information corresponding to the software to track investments and supplement the desktop application that you install on computer! Burden for investors / LPs to aggregate information in their own systems ( many of whom Dynamo. Investor ’ s customer portal software platforms ( Paas / SaaS / IaaS ) designed be! Are common to multiple industries serving both private and public investments but this will... Will focus on private investor portals Obsidian ’ s customer portal software, website, improve.

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