Compliance & Regulatory Solutions

Your Investors Experience™

InvestorPortaLPro Cloud Compliance enables our clients to deliver a solution that is secure and stable out-of-the-box. Our solutions are also tailored to our clients’ unique requirements in a secure, confidential, compliant manner.

Powerful features

InvestorPortaLPro 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.

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Certifications and Assurances

  • ISO 9001, ISO 27001, ISO 27017, ISO 27018
  • AICPA SOC1, SOC2, and SOC3
  • CSA Security, Trust & Assurance Registry (STAR)

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

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.