WHAT WE OFFER

Custom engineering and development services for public and private firms.

Reduce your technical debt and burden. Investor portals can be complex with many moving parts. INVESTOR PORTAL PRO custom software development reduces your operations costs and provides the security and efficiency of an inhouse software development organization. Whether you desire integration to current systems, custom interfaces, mobile applications, or other complex needs: Our team has you covered.

FEATURES

Consult with INVESTOR PORTAL PRO today

INVESTOR PORTAL PRO is a modern, clean, and useful investor portal software for alternative asset managers and asset servicers. Our staff has been involved in the design, development, and support of the worlds top investor portals, and now we have an offering for you direct.

Improve communications and collaborating with inbound investor request tracking, web-based investor inquiry support, and a full audit trail of how your investors are interacting with your firm.

  Share your goals

SELECT BENEFITS

Custom development, custom software, and white glove services

  •   Reduce your time to market for key features
  •   Provide custom applications for your investors
  •   Give your teams and shareholders a mobile app (any device, anywhere, anytime)
  •   Spend less money on technical software development
  •   Focus on your core strengths, and stop pretending to be a software company

BESPOKE ALTERNATIVE INVESTMENTS SOFTWARE

Consulting

Engineering and development services for alternative investment firms & public companies

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

INVESTOR PORTAL PRO™ 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. INVESTOR PORTAL PRO™ 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

Share your goals

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

All fields secure, and kept private


Why choose a boutique alternative investments software firm?

There are many reasons to choose INVESTOR PORTAL PRO™. 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."

INVESTOR PORTAL PRO™ 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

INVESTOR PORTAL PRO™ 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.