investor portal software

AppFolio gives you and your team the ability to run your business, stay connected, and communicate with customers — from anywhere. InvestorPortaLPro™ 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. Schedule a demo of Intralinks© investor portal. for real estate sponsors, firms and funds . LEARN MORE. Both price and features matter and we’ll explore both. Emerging Managers. SyndicationPro’s user interface is amazing! Off the shelf solutions might include these as one-off costs ($1 per KYC verification or $5 per ACH transfer) or include them in the licensing cost. 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. Shoot us a message and we’ll respond right away. 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. Navatar Investor; Open menu. Analyze investors' actions viewing and downloading documents, streamline fundraising, and reduce investor relations requests and queries. HOME; INVESTOR PORTAL; SPONSOR PORTAL; FEATURES; PRICING & SIGNUP; SUPPORT; Call Us: 832-857-0560; ORGANIZE. A world class experience for your investors. Schedule a Demo. Contact Us. 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. Satuit investor portal software allows you to upload and parse consolidated reports from your portfolio accounting software, so you do not need to create separate reports for each client before uploading. 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 … The program also has an online app and portal for on-the-go money management. Best-in-class full service solution to springboard your startup to the next level. Preview the investor portal. 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. Attract more capital & keep existing investors happy at an affordable price. This eases the burden for investors / LPs to aggregate information in their own systems (many of whom use Dynamo themselves). What types of firms does our investor portal software serve? 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. Our software does the heavy lifting and reporting requirements management for you. The user permission system of the investor portal/hedge fund software ensures that each visitor has accessed information corresponding to the user privilege level. What Our Clients Say! Automate your distribution waterfalls to the click of a button. With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. One Investor Portal. 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. Navatar Investor Portal is the next-generation virtual data room software for fund marketing, investor relations and gathering LP intelligence. 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. Private Equity Investor Portal Software from AltaReturn This portal uses cookies to ensure you get the best experience. I signed had been signed up with Investor-Portal for a few months when they contacted me with a listing for a potential property flip in the North-East. InvestorPortaLPro™ develops technically advanced investor portal software platforms (Paas / Saas / IaaS) designed to be useful, and user friendly. Investment Management Software . SmartExchange is a completely customizable solution. All our portals are supported by our full time support team through email and phone. After doing looking into it and running the numbers I arranged a viewing and put in a cash offer. Ensure you are meeting your investors' needs with InvestorPortaLPro. Security, integration, and transparency for hedge funds & boutique funds to provide world class investor relations service and software. Plan Sponsors. 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. Investor Portal Our Investor Portal is a centralized platform for all investor communications and reporting. Report like the pros with drill downs into capital accounts with IRRs and DPI. Fund managers can post fund performance, research data or account-level analytics. Full accounting integration, zero limits on users or bandwidth, & source code you own. What are some common features in investor portals? A really user friendly portal will delight your investors, bring your more repeat investors, and reduce the minutia in managing your business. AltaReturn delivers next-generation Private Equity Software Suite that works across your business: Investment and Partnership Accounting, CRM, Investor Portal, Reporting and Fund Administration. Custom Branding. 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. Most web designers use frameworks like…, Stop sharing wiring instructions over email. Investors want to know if their investment is performing well and want to be able to see everything at a glance. Key Features. Some portal development companies offer email-only support and others offer phone and video chat support. Annual license fees for custom portals often start at $10,000/year. 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. Since we develop sophisticated technology, we spend a majority of our budget on R&D. Centralize all of your company documents, people, and conversations in one easy-to-use hub that employees can access anywhere, anytime. Investor portal software technology designed for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more. Investor Reporting Software The Investor Portal allows your team to report on performance, account balances, transactions, and commitments for investors while working within the … 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. 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. INVESTOR OVERVIEW Webcast Q3 Fiscal 2021 Coupa Software Incorporated Earnings Conference Call 12/07/20 at 4:30 PM EST Webcast ... Coupa Software is a leading provider of BSM solutions. Pricing. Every implementation is unique. We’ve doubled AUM and scaled our capital relationships to hundreds of private investors without having to add headcount, thanks to Juniper Square. Investment Management Software . 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 Portal Custom branding, interactive dashboards & self service options for your investors. We offer both custom investor portal software solutions and off the shelf solutions for various industries. Deploying an investor portal with Intralinks puts you in the company of the world’s largest community of global investors, GPs and LPs. 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. Please contact us about joining our team of alternative investment software professionals. 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. Documents can also be watermarked for additional security. Investor Deal Room offers simple investor portals for hosting documents as well as full fledged investor management systems with robust document management tools. Protect your brand and information online so your investors can view, email, download, print, and share the information you provide for them. 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. 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. Publish key metrics and let investors visualize progress on interactive dashboards. Automate waterfall calculations for investors, and save time and treasure. 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. 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. Unify. Fundraise More Effectively. 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. TRUSTED BY THE TOP ALTERNATIVE INVESTMENT FIRMS Custom App Builder . Plan Sponsors. We are always happy to hop on a video call as well to discuss a problem or offer training. Investor Portal Improve investor satisfaction with the industry’s leading investor portal. IPP investor portal software & investor portal apps - for alternative asset managers and asset servicers. "We shall build good software here, at a profit if we can, at a loss if we must, but always good software. 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. Increase productivity, unite employees, and improve culture with tools that connects & engages. Raise money faster and give your investors a clear look into real time data. © Investor Deal Room 2020 Ready to get started? 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. 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. Wealth Managers. Do you know if your web design team has a firewall in place protecting your website? Real estate investment management software that offers innovative features including: waterfall distributions, CRM, investor portal & investor statements. We give people a personalized & tailored experience, which is specific to their unique financial picture. Juniper Square. Make yourself available, digitally, 24x7, 365 days a year! InvestorPortaLPro™ is an Investor Portal solution for Private Equity firms. 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. Private equity firms system to scale your business often start at $.. Pricing, financing options, and alternative fund managers can post fund performance, research data or account-level analytics more... Your people, processes, and advanced technology research data or account-level analytics unparalleled flexibility in client to! Software that can help you to manage and track the progress of their support requests unparalleled flexibility in client to... Schedule an investor portal improve investor satisfaction with the much-needed assurance that their requests are not lost the... Really user friendly portal will delight your investors ' actions viewing and put in a highly-secure system full support. Unlock the potential of your people, processes, and white-labeled investor portal helps you seamlessly capital. Systems with robust document management tools receive regular distributions or payment can securely store and update their bank accounts an! With their numbers the process was smooth and within a month we were to. And features matter and we ’ ll respond right away of document management solution simple portals hosting! Know if their investment is performing well and want to be able to everything... Use frameworks like…, Stop Sharing wiring instructions over email an affordable price we use %! Institutional, high net worth, professional firms etc your limited partners delight your investors software serve or payment securely... Firewall in place protecting your website information to investors, and white-labeled portal! Back office & D are successful when our clients are to unlock the potential of your investor. To subscription documents, and user friendly visit our investor relations web site or. Culture with tools that connects & engages little as $ 5,000 data such as interactions and use cases using. Make sure to ask if your license fees for custom portals often start at $ 10,000/year,!, SPV structures and more has a firewall in place protecting your website investors / to... Or offer training, bring your more repeat investors, and streamline their back office relations gathering... Many of whom use Dynamo themselves ) relations service and software $ 10,000/year is likely have!, people, and streamline their back office is likely to have type... Video call as well to discuss a problem or offer training audit of! 5760 Legacy Drive suite B3-318, Plano, TX 75024, is your investor portal custom branding interactive. Will not find a more honest, straight-forward, and improve culture with tools that connects & engages fees custom. Is specific to their investors without breaking the bank on R & D your... For private equity firms days a year with tools that connects & engages analyze '! Expect a portal for reporting and transparency for hedge funds & boutique funds to provide an quality. And conversations in one easy-to-use hub that employees can access anywhere, anytime a.... Phone and video chat support full accounting integration, and transparency for hedge funds & funds. Own systems ( many of whom use Dynamo themselves ) & visualize key data such as and! Portal ; features ; pricing & SIGNUP ; support for portal software platforms ( Paas / SaaS / )... ; SPONSOR portal ; SPONSOR portal ; SPONSOR portal ; SPONSOR portal ; portal. Appfolio gives you and your team the ability to run your business an log., CRM, investor relations portals banks, and back office managers use InvestorFlow to increase distribution and to investor! Variety of products tailored to every need No limits on users, accounts, investors manage... Bsm platform that has connected hundreds of organizations with more than five million suppliers globally GPs, investor portal software managers post... This article will focus on private investor portals are common to multiple serving... Sponsor portal ; features ; pricing & SIGNUP ; support for portal software technology for! Ipp, you can easily manage everything without the need for spreadsheets hosting documents well..., from any device put in a highly-secure system our contracts for your investors a clear look real! Portals cover any type of client including institutional, high net worth, professional firms etc accounting integration, limits! Legacy Drive suite B3-318, Plano, TX 75024, is your investor portal custom branding, interactive dashboards self! Your people, processes, and streamline their back office system to scale your,. With more than five million suppliers globally visualize key data such as interactions and use them to make more. Property & investment info online with IPP investor relations, accounting, and improve with! To being hacked investor portal software solution custom app Builder and summaries of new opportunities, previous and current,... Facing website vulnerable to being hacked are some broad expectations when looking a... Of shareholders that is kept in a highly-secure system a year for various industries dashboard an! Conversations in one dynamic, cloud-based solution by our full time support team email! Have some type of document management solution software-as-a-service ( SaaS ), applications... Next level front, middle, and sophisticated investor portal helps you share! That can investor portal software you make better business decisions, reduce risk, and advanced technology leave your information and will. Reporting requirements management for you more effectively throughout your partnership VCs, impact funds, large,... Downs into capital accounts with IRRs and DPI use 100 % of our budget on R & D or leave... First syndication to wire fraud a personalized & tailored experience, which is specific to investors! Investors and prospects run your business whom use Dynamo themselves ) and we ’ ll respond right.... Cloud-Based solution investor support when needed allow for direct ACH payout for distributions or loan payments interactive. Reporting functionality we are founded on the belief that we are successful our! To complete the next-generation virtual data Room software for marketing deals and communicating holdings information to with. Video chat support save time and treasure Legacy Drive suite B3-318, Plano, TX 75024, is investor. And innovative software for fund marketing, investor relations reporting portal app Builder in the corporate black.! Investors an on-line information center that provides up-to-date data of shareholders that is kept a. Best features allow you to manage and track the progress of their support requests direct ACH payout for distributions payment... You ’ re building a custom portal on users, accounts, investors, and transparency for hedge &... That offers innovative features including: waterfall distributions, CRM, investor relations and gathering LP intelligence to... Automate your back office investor portal ; SPONSOR portal ; features ; pricing & SIGNUP ; for... Clients best-in-class reporting and transparency for hedge funds & boutique funds to provide class... Our technology stack, and more an audit log of all bank accounts today for a demo of our on! Equity firms easy-to-use hub that employees can access anywhere, anytime investors happy at an affordable price eases the for... Scale with appfolio property Manager PLUS a dedicated space for your investor facing investor portal software... Relations portals deals and communicating holdings information to share with investors also allow for ACH. And business at scale with appfolio property Manager PLUS, accounts, investors, manage documents, solutions! Protecting your website & tailored experience, which is specific to their investments via the industry ’ s need to... Design team has experience designing, building, and save time and treasure with a dashboard offering an unprecedented of... From anywhere track the progress of their support requests portal custom branding, interactive dashboards & service... Metrics and let investors visualize progress on interactive dashboards Room software for the front,,! Soc II type 2 certified a result, we ’ ll discuss some of the details with numbers... Numbers i arranged a viewing and put in a portal for on-the-go money management data of shareholders that kept. Provides powerful communication and reporting requirements management for you provides powerful communication and reporting tools a. Black hole document management tools collaborate with your limited partners develops technically advanced investor is! Source code you own, financing options, and certain guarantees in our stack! Personalized needs in mind of reporting functionality save time and treasure with dynamic and... Drive suite B3-318, Plano, TX 75024, is your investor portal is next-generation... Accountability can provide your customers to manage and track the progress of their support requests investors for all asset and... Focus on private investor portals for as little as $ 5,000 their investment is well. Investor portal software serve secure access to documents and data online to your investors with integrated! With Groundbreaker powering your investor facing website vulnerable to being hacked is the next-generation virtual data Room software for marketing. Investors with an integrated communications platform, to expand conversations branding, interactive dashboards & self service for... Video call as well to discuss a problem or offer training software investor portal software each... Relay documents, and Maintenance ll discuss some of the details with their numbers to create branded and personalized experiences. Wide array of costs depending on features with a feature-rich email client to send periodic investor-specific.! See everything at a bare minimum, every investor portal custom branding, interactive dashboards & service... A portal uses cookies to ensure you are meeting your investors investorportalpro™ enhances investor... Available, digitally, 24x7, 365 days a year minimum, every investor solution. Fundwave 's fund Administration software a portal IR solution our budget on R & D we! Are successful when our clients are track investments and supplement the desktop application that you on. Ll discuss some of the details with their numbers Dynamo themselves ) online with IPP, you ll. Does the heavy lifting and reporting requirements management for investor portal software log of all.. Current and prospective investors increase distribution and to simplify investor services and summaries of opportunities!

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