WHAT WE OFFER

Integrating accounting data with investor portal software for accuracy, security, and transparency

We solve the most common problems of asset servicers. Our solutions help fund administrators, transfer agencies, and others with: Daily NAV reporting, dynamic and static reports, capital account statement generation, online tax forms, Form PF reporting, and many other complex scenarios such as dividend reinvestment programs, waterfalls, and more. These types of solutions are only possible with a seamless and precise integrated system like IPP.

FEATURES

Calculated to be the best

ONE PRICE & UNLIMITED USERS - So your service business can scale
IPP enables you to create and distribute accounting information on the web for fund, investor, investment, and any other level of accounting. Investors can browse their reports, data, and documents online quickly, and the system will log whom does what when. Whether you are looking to web-enable your current data model, or have us engineer a data warehouse for your clients, InvestorPortaLPro is a modern, clean, and useful investor portal software for alternative asset managers, asset servicers, transfer agents, and more.

Create content with no mistakes. Never send out the wrong thing. Unify your AUA visibility. Use one database for all clients, finally. Up your game with advanced, modernized reporting on the web and mobile, for investors to get the information they need from your firms and funds in a fast, efficient, and beautiful investor portal.

  Share your goals

  Schedule demo

BENEFITS

What you will gain through integrating fund admin data

  • Simplify complex calculations & formulae
    • Integrate your entire accounting model across all clients (AUA) and per client (AUM), by fund, account, investor, investment and more. Augment your existing formulae, calcs, and algos with your fundraising to eliminate manual work, reduce risks, improve your reputation, and digitize your subscription process today with IPP.
  • Workflows to audit and approve information
    • One click and done for the most complex accounting automation including; dividend reinvestment programs (DRIP), any type of distribution or waterfall, fixed or variable rates, insurance, claw backs, high watermarks, and more. We guarantee our work with save you time, treasure and talent.
  • F-A-S-T... save time, treasure, and talent
    • InvestorPortaLPro automates the creation and distribution of any information that touches accounting. Compliance, legal, and regulatory postures are strengthened. IPP makes both investor relations, deal team, and accounting's lives easier. Improve the investors experience, so you can step in at the right moments. We automatically generate the most complex monthly, quarterly, yearly, and ad hoc reporting requirements with our push button / one click automation. You can load data from excel, 3rd party accounting systems, flat file, or as a fund admin do it right for your clients. All of our solutions are unlimited users, so you can invite everyone to get eyes on any project. Create PDFs, send emails, track opens and downloads, and get a handle on time-consuming, manual merges. Get in touch and share your goals with us today.
BESPOKE ALTERNATIVE INVESTMENTS SOFTWARE

IPP°

Alternative Investments Software for Fund Admins & Asset Services

Best-of-breed software systems for fund admins, transfer agencies, brokers, and other asset servicers looking for an advantage in the space

InvestorPortaLPro™ investor relations software is built for IR teams and their investors and shareholders to easily share documents, collaborate, and provide charts and data online. Our IR software features allow you to best manage investor relations, communicate and collaborate with clients, and monitor your investor portal interactions. InvestorPortaLPro™ is securely hosted and SSAE SOC II Type 2 certified. Our tools will help you make better business decisions, reduce risk, and collaborate with your current and prospective investors.

Schedule a demo

Are you ready to integrate your systems into a single view of your AUA?

We have never lost a client. We take the time to listen to your needs before selling you software. We appreciate our clients time, and look forward to speaking with you today about potentially partnering with us. Thank you ahead of time for providing your contact information and a brief description of what your goals are today. We value your privacy and will never sell or provide your information to 3rd parties

  Share your goals

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Why choose a boutique alternative investments software firm?

There are many reasons to choose InvestorPortaLPro™. We are affordable yet sophisticated, 100% dedicated to investor portals, and spend most of our revenue on research and development to build a better portal for our customers and their investors.

  Our vision & dreams

"We shall build good software here, at a profit if we can, at a loss if we must, but always good software."

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.

  Our people, ethics, and experiences

100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straight-forward, and down to earth team in the space. We are also hiring. Please contact us about joining our team of alternative investment software professionals.

  100% customer success & retention

Every implementation we have done is unique, and all have been success stories for our clients. Our organization is founded on the simple belief that we are successful when our clients are completely happy. We offer flexible pricing, financing options, and certain guarantees in our contracts for your success and ours.

  R&D commitment

InvestorPortaLPro™ develops the most technically advanced alternative investment software and investor portal software on the market today. Designed to be useful, and user friendly. You can choose to host IPP yourself (on premises), or with any hosting provider such as Azure™, or Amazon™ AWS. IPP is built using open source software. Since we develop sophisticated technology we spend a large majority of our budget on research and development.