Client portal software for private banks & trust companies
Private banking client portal software gives a bank's private clients the digital experience their relationship deserves: portfolios, trust accounts, documents, statements, and secure messaging behind one branded login — permissioned per client, household, and fiduciary role. ClientHub° by InvestorPortaLPro is the flagship portal platform for private banking.1
What we offer
White-glove service needs a white-glove portal
Private clients experience the relationship through two channels: their banker and their screen. When the screen matches the banker's standard, the whole franchise feels inevitable.
The relationship, digital
Portfolios, trust accounts, and entities in one coherent, branded experience.
Fiduciary-aware access
Clients, trustees, beneficiaries, and advisors each see their proper scope.
Concierge, secured
Messaging and document exchange inside the bank's compliant envelope.
ClientHub° features
Institutional depth, private-client polish
Statements and documents deliver with receipts and archive per relationship; dashboards answer the routine questions with the bank's numbers.
The platform's security posture — encryption, MFA, audit trails, attested controls — meets bank diligence, while the experience meets client expectations.
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Wealth views
Portfolios and accounts current across the relationship.
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Trust & entity structure
Fiduciary structures modeled and permissioned correctly.
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Evidenced delivery
Statements and notices with receipts, archived per client.
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The bank's brand
White-labeled throughout, desktop and mobile.
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Bank-grade controls
Encryption, MFA, granular permissions, real-time audit trails.
Bespoke investment software
Ready to match the screen to the service?
Clients forgive a dated lobby before a dated portal. The digital experience is the daily one — make it the strongest touchpoint the bank has.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
Private Banking Client Portal, answered
Questions we hear most from private banks and trust companies. For the complete reference, visit the investor portal software knowledge base.
What is private banking client portal software?
A branded, secure platform where a bank's private clients access portfolios, trust accounts, documents, and messaging — permissioned per client, household, and fiduciary role, with evidenced delivery and bank-grade controls.
How does it handle trusts and fiduciary roles?
Structures model natively: trustees, beneficiaries, grantors, and advisors each see their correct scope from one relationship record.
Can it carry the bank's brand completely?
Yes — white-labeled across every screen and communication; the platform disappears behind the bank's identity.
What security diligence does it satisfy?
Encryption in transit and at rest, MFA, granular permissioning, and real-time audit trails within a SOC 2 Type II control environment — documentation ready for bank vendor review.
Does it integrate with core and custody systems?
Yes — account and position data feed from bank systems through managed integration, keeping the portal current with the book of record.
What changes for relationship managers?
Routine questions self-serve, documents deliver with proof, and conversations move to secure channels — RM time shifts from logistics to advice.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss private banking client portal 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
- 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.