WHAT WE OFFER

ESG reporting software done the right way. Ensuring investment portfolio mix, asset balance, and research.

ESG is not just about complying or being green. ESG is about reducing risk to investors and ensuring your firm is hedging against events you may miss. IPP offers ESG Investor reporting software for ESG compliance across assets. Allow your investments to self-report, verify information, and present ESG information to investors. Report your ESG metrics and information to investors and partners to increase transparency and build confidence in your portfolio.

Centralize all ESG workflows with a powerful ESG investor portal software platform.

Designed for portfolio companies, funds, your teams, and investors. InvestorPortaLPro delivers ESG reporting, compliance, and portfolio management. Our waterfall software is programmed once, and you have access to the source code. Why spend days doing your calculations in Excel? Contact us today.

FEATURES

Talk with us about your ESG reporting goals

Full audit history, ESG results online for investors, and validation of data for assurances and governance assistance. InvestorPortaLPro is a modern, clean, and useful investor portal software that can be used to distribute investor reporting packages for all types of firms, including alternative fund managers, investor relations teams, trust, custodian, and other teams. Our staff has been involved in the design, development, and support of the worlds top investor portals. Please contact us to explore our current products and solutions.

ESG° by IPP is a secure ESG platform. It is cloud-based, SaaS, and compliant with any modern browser, anywhere, anytime. IPP always offers unlimited users, funds, investments, storage and more. ESG enables you to use best practices, and also customize content to create and collect information on EGS investments via forms, questionnaires, polls, and more. All data is centralized, secure, and available to your team anytime online to enhance productivity. IPP sets up dashboards and data visualizations per spec to visualize and analyze ESG data. Integrate and unlock business intelligence and build confidence with ESG investments and programs.

  Share your goals

ESG° IMMEDIATE BENEFITS

ESG° investor reporting processes for a secure and confident ESG strategy

  • Built in ESG frameworks
    • Automate your ESG data collection and compliance operations with CHG, GRI, TCFD, SASB, and more. Pre-built ESG frameworks and standards to measure your governance compliance in real-time for your team and investors.
  • Push button distribution generation, automation, integration, and distribution
    • 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.
  • High quality, ultimate scalability, and lightning speed
    • InvestorPortaLPro automates your real estate investors' experiences, 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 have a fund admin do it for you. 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.

IPP°

BESPOKE ALTERNATIVE INVESTMENTS SOFTWARE

ESG investor reporting software & services

Best-of-breed software systems for public and private firms, looking for an advantage from reporting automation

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 centralize and automate your ESG investor relations reporting strategy?

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


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.