Client portal software for banks, credit unions, and financial institutions

A centralized portal and app for online banking solutions. IPP easily integrates with your book of record to display balances and other data online in a clean, modern interface.
Online Banking Portal


Use InvestorPortaLPro to put your customers' balances, transactions, and other documents and data online. InvestorPortaLPro for Banks and Credit Unions clearly demonstrates the value your organization provides, in a mobile friendly, modern, and clean solution. Proactively service customers or members and take a holistic approach to presenting data and documents.

InvestorPortaLPro™ software is built for customers and members to easily find documents and data about their accounts. Modern features allow you to manage relationships, communicate and collaborate, and monitor interactions. InvestorPortaLPro™ is designed to be securely hosted and SSAE SOC II Type 2 certified. Our tools will help you make better business decisions, reduce risk, and collaborate more effectively.

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banking portal software

Why you need an online portal

  • Securely transmit documents and data
  • Control the look, feel, and trust in your brand
  • Track, analyze, and audit relationships and activity

InvestorPortaLPro™ enhances your communications with security, stability, and advanced technology. IPP is designed as an online portal for banks' customers & credit unions' members for centralizing information online, allowing you to efficiently manage data and documents, and for your organizatino to have a clean, modern, and sophisticated online presence.

  Share your goals

  Schedule 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 required, secure, and kept private

Why choose a boutique alternative investments software firm?

There are many reasons to choose InvestorPortaLPro™. 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.

• Investor Portal Pro provides banking and credit union client portal solutions to enhance the digital experience of clients.

• The portal enables clients to view their account information, transaction history, and documents anytime, anywhere, from any device.

• The portal is customizable and can be branded to match the institution's website, resulting in a seamless user experience.

• The portal features robust security measures, including multi-factor authentication and data encryption.

• Investors can also use the portal to communicate with their financial advisors and request support, reducing the need for phone calls or emails.

• The portal can integrate with other financial technology solutions, such as accounting software and payment processors, to streamline processes.

• Investor Portal Pro offers training and support for institutions and their clients to ensure a smooth implementation process.

• The portal can help institutions attract and retain clients by providing a modern, convenient, and secure digital platform for their financial needs.

  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.