Shared data — one source for everything
Short answer: INVESTOR PORTAL PRO keeps one shared data layer: funds, investors, accounts, transactions, tax documents, capital calls, distributions, fees, valuations and ESG.
INVESTOR PORTAL PRO keeps one shared data layer: funds, investors, accounts, transactions, tax documents, capital calls, distributions, fees, valuations and ESG.
- Dashboards, all 500 reports and Docent’s answers read from it, so a figure is the same everywhere
- The CRM receives INVESTOR PORTAL PRO’s LPs from it (INVESTOR PORTAL PRO → CRM)
- Download Workbook (Report Library) exports every table as CSV — handy for review before the move to Supabase, which the tables are already shaped for
Try it in the free demoTalk to us
Related
- The CRM
- Report Library
- Integrations Hub
- Funds & fund operations
- Contacts — the investor CRM
- Money Queue & dual-key release