Trust & fiduciary reporting for banks and trust companies
Trust and fiduciary reporting software presents each trust's activity, holdings, and distributions to the parties entitled to see them — trustees fully, beneficiaries per their interest, co-fiduciaries and advisors per their role — in branded statements and live views generated from the record and delivered with evidence. InvestorPortaLPro modernizes fiduciary transparency.1
What we offer
Different parties, different entitlements, one truth
A single trust may answer to a trustee, three beneficiaries, a co-trustee, and outside counsel — each entitled to a different view. Role-scoped reporting from one record serves all of them correctly.
Role-scoped views
Trustees, beneficiaries, and advisors each receive exactly their entitled reporting.
Statements from the record
Trust statements generate from recorded activity in validated, branded runs.
Fiduciary evidence
Every delivery confirmed and retained — the administration record proving itself.
Trust reporting features
Fiduciary duty, documented by default
Distribution histories, holdings, and activity present per trust and per interest; beneficiary questions answer themselves in permissioned views.
Archives accumulate per relationship — the full administration story retrievable for successor trustees, courts, or examiners.
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Trust structures
Trusts, interests, and roles modeled and permissioned natively.
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Statement generation
Periodic trust statements in validated batch runs.
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Distribution reporting
Payments to beneficiaries recorded and presented per interest.
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Live entitled views
Current holdings and activity, scoped per role, between statements.
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Administration archive
The complete reporting record per trust, permanent.
Bespoke investment software
Make the administration record self-evident
Fiduciaries live under the duty to account. Reporting that generates, delivers, and preserves itself turns that duty into a standing fact.3
See it in action
A look inside the platform
Real screens from the platform behind ClientHub° — 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
Trust & Fiduciary Reporting, answered
Questions we hear most from private banks and trust companies. For the complete reference, visit the investor portal software knowledge base.
What is trust and fiduciary reporting software?
Software that presents each trust's holdings, activity, and distributions to entitled parties in role-scoped views and statements — trustees fully, beneficiaries per interest — generated from the record, delivered with evidence, and archived permanently.
How do beneficiaries see their interest?
Through permissioned views and statements scoped to exactly their entitlement — current between periods, complete at statement time.
What does evidenced delivery mean for fiduciaries?
Confirmation records per statement and notice, retained — the duty-to-account trail that protects the institution in disputes and reviews.
Can complex structures be modeled?
Yes — multiple trusts, layered interests, co-fiduciaries, and advisor roles model natively with correct permissioning throughout.
Where does trust data come from?
From the bank's trust accounting and custody systems through managed integration — the portal reports the book of record.
What happens when trustees change?
The complete administration archive transfers with the record — successor fiduciaries inherit the whole documented story.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss trust & fiduciary reporting 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
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Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.
Notes
- ClientHub° 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.