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.

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.

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

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.