Custody & core system integration for bank portals
Bank custody and core integration connects the institution's systems of record — trust accounting, custody platforms, core banking — to the client portal, so positions, activity, and documents flow automatically through validation into the client experience. PROFICC° by InvestorPortaLPro builds and maintains the feeds; the portal always reflects the book.1
What we offer
The portal is only as good as its feed
A beautiful portal showing stale numbers is worse than none. Integration with the book of record — validated, scheduled, monitored — is what makes the client experience trustworthy.
Systems connected
Trust accounting, custody, and core platforms feed the portal on schedule.
Validated in transit
Feeds check against rules and prior state before anything reaches a client view.
Always the book
Restatements and corrections propagate — the portal never drifts from the record.
PROFICC° features
Feeds engineered for bank realities
Standard patterns cover common trust and custody platforms; bank-specific formats get custom feeds that IPP engineering builds and maintains as a service — API, batch, or middleware.
Monitoring and alerting watch every feed; integration health is operationally visible, not discovered by clients.
-
Position & activity sync
Holdings and transactions current per account and relationship.
-
Custom feeds as a service
Nonstandard systems integrated and maintained by IPP engineering.
-
Data quality gates
Validation rules catch anomalies before client exposure.
-
Feed monitoring
Health, latency, and exceptions visible with alerting.
-
Integration audit trail
Every feed run and validation on the permanent record.
Bespoke investment software
Make the portal an extension of the core
When the client experience is wired to the book of record, every screen is authoritative — and the institution's digital face is finally trustworthy.3
See it in action
A look inside the platform
Real screens from the platform behind PROFICC° — relationship pipelines, engagement analytics, controls, and reporting. Explore the full interactive demo →
Why IPP
Why choose a boutique investor software firm?
There are many reasons to choose InvestorPortaLPro. We are affordable yet sophisticated, 100% dedicated to investor portals and IR software, and we spend most of our revenue on research and development to build a better platform 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 platform on the market for firms of all sizes — including public companies, private companies, private equity, real estate, banks, wealth managers, and asset servicers.
Our people, ethics, and experience
100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straightforward, and down-to-earth team in the space. We are also hiring — contact us about joining our team of investment software professionals.
100% customer success & retention
Every implementation we have done is unique, and all have been success stories for our clients.4 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
IPP develops technically advanced investor software designed to be useful and user-friendly. Host it yourself (on premises) or with any provider such as Azure or Amazon AWS — IPP is built on open source software with full source-code access, and a large majority of our budget goes to research and development.
Common questions
Custody & Core Integration, answered
Questions we hear most from private banks and trust companies. For the complete reference, visit the investor portal software knowledge base.
What is bank custody and core integration?
The connection of the institution's systems of record — trust accounting, custody, core banking — to the client portal through validated, scheduled, monitored feeds, so client views always reflect the book.
Which systems can be integrated?
Common trust and custody platforms through standard patterns; bank-specific or legacy formats through custom feeds PROFICC° engineering builds and maintains as a service.
How is data quality protected?
Validation gates check feeds against rules and prior state before client exposure; anomalies route to operations, not to client screens.
What happens when the book restates?
Corrections propagate on the next cycle — the portal follows the record, leaving no stale client-facing copies.
How is integration health monitored?
Continuously — feed status, latency, and exceptions surface with alerting, so issues are operational events rather than client discoveries.
Does the bank's vendor diligence get support?
Yes — integration architecture, controls, and audit documentation are prepared for bank vendor-review processes.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss custody & core integration for your firm?
100% satisfaction
We have never lost a client.4 We take the time to listen to your needs before selling you software. We appreciate your time and look forward to speaking with you about potentially partnering with us. We value your privacy and will never sell or provide your information to third parties.
Share your goals
Thank you — we received your request.
Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.
Notes
- PROFICC° is a trademark of InvestorPortaLPro; capabilities described on this page reflect the InvestorPortaLPro platform. ↩
- Secure delivery, e-signature, tracking, and retention features support your regulatory workflows; they do not constitute legal or compliance advice, and filing obligations remain with the issuer and its counsel.
- SOC 2 Type II controls operate as part of IPP's security program; certain certifications and assurances (including SEC Rule 17a-4(f) compliant storage) are provided through hosting partners. Current audit documentation is shared under NDA during vendor due diligence. ↩
- Client retention figure reflects InvestorPortaLPro's client history since founding in 2016. ↩
- Pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
- Implementation timelines vary with data migration scope, integrations, and branding requirements.