Investor Portal Software Solutions by IPP©

Investor portal software solutions technology designed for file sharing, collaboration, and investor relations for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more.

Let's get started now.

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

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All fields secure, and kept private


WHAT WE OFFER

Investor portal software solutions designed to share, collaborate, produce, and secure information.

YOUR BESPOKE INVESTOR EXPERIENCE STARTS HERE.

IPP investor portal software solutions are sophisticated, secure, and modern. Enhance your nvestor portal software solution and investor relations reporting portal today. Attract more capital & keep existing investors happy at an affordable price. Contact us today.

  Private Equity Solutions

Secure private equity & venture capital (PE / VC) investor portal software, website, and solutions. 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.

PE / VC solutions

  Real Estate Solutions

Raise money faster and give your investors a clear look into real time data. Put property & investment info online with IPP investor relations portals. Investor portal software for marketing deals and communicating holdings information to investors and prospects.

Real Estate solutions

  Fund Admin Solutions

Secure, configurable, and white-labeled investor portal solutions for investor relations, accounting, and more. Hand crafted and designed for fund admins and other asset servicers. Full accounting integration, zero limits on users or bandwidth, & source code you own.

Servicer solutions

  Hedge Fund Solutions

Security, integration, and transparency for hedge funds & boutique funds to provide world class investor relations service and software. Relay documents, reports, and data online to your investors.

HF solutions

  Investor Portal Services

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.

Our services

  Investor portal software

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.

View products

Discuss your needs and get a demo...

Contact IPP today for setting up a professional investor portal solution with your personalized needs in mind. Report and communicate to investors for all asset classes and financial products. Analyze investors' actions viewing and downloading documents, streamline fundraising, and reduce investor relations requests and queries. IPP investor portal software & investor portal apps - for alternative asset managers and asset servicers.

...or review our plans and pricing

Ready to get started? Sign up now or consult with us on our best investor portal license options, and start taking advantage of the most sophisticated, modern, and clean investor portal software on the market. 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.

Investor Portal Software

Sophisticated / Modern / Clean

InvestorPortaLPro™ enhances your investor communication with security, stability, and advanced technology.

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. Protect your brand and information online so your investors can view, email, download, print, and share the information you provide for them.

  • Securely share documents and data with investors
  • Control on-boarding and fund raising online
  • Track, analyze, and audit investors' relationships

Discover the IPP difference

The entryway to your firm's most important investor information should look great, be easy to use, and represent the trust in your brand that you have helped build. A robust internet portal is the entry to investment information, legal information, and marketing info for your firm, fund, deals, and more. Ensure you are meeting your investors' needs with InvestorPortaLPro.

  Contact us

  Schedule a demo

Investor Portal

Enhance your firm today

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.

InvestorPortaLPro™ investor portal software is built for private equity, hedge fund, real estate, venture capital, shareholder, investor relations, legal, compliance, investors, and people to easily find documents, data, and reports online. Our industry best features allow you to manage investor relations, communicate and collaborate with investors, shareholder, and your teams, and monitor your investor portal interactions. InvestorPortaLPro™ is securely hosted, and our partners provide the following certifications and assurances (listed below). Our tools will help you save time on waterfalls, automate distribution payments, improve investor communication, on-board investors quicker, and more.

Certifications & assurances

  •   Global
  • CSA, CyberGRX, CyberVadis, ISO 9001, ISO 22301, ISO 27001, ISO 27017, ISO 27701, ISO 27018, PCI DSS Level 1, SOC 1, SOC 2, SOC 3

  •   Europe, Middle East, and Africa (EMEA)
  • GDPR, HDS, C5, CISPE, Cyber Essentials Plus, ENS High, FINMA ISAE 3000 Type 2 Report, G-Cloud, GSMA, GSMA, PiTuKri ISAE 3000 Type II Report, and TISAX

  •   Americas
  • CCCS, CJIS, DoD SRG, FedRAMP, FERPAFIPS, FISMA, GxP, HIPAA, HITRUST CSF, ITAR, MPAA, NIST, PIPEDA, SEC Rule 17a-4(f), VPAT / Section 508

Find more documentation here  

Why choose a small American business?

There are many reasons to choose InvestorPortaLPro™. We are 100% employee owned, with no outside investment. Our products affordable yet sophisticated. Our company is 100% dedicated to investor portals, and spend most of our revenue on R&D 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.