Investment & wealth services portal for credit union members
A credit union investment services portal gives members who use the credit union's wealth management or broker-dealer services a dedicated, permissioned view — portfolios, performance, and documents — distinct from but connected to their core membership relationship. ClientHub° by InvestorPortaLPro extends member service into investment services cleanly.1
What we offer
One member, two relationships, one login
Members who invest through the credit union's wealth program deserve investment-grade reporting — without losing the coherence of being one member with one institution.
Investment-grade views
Portfolio and performance reporting to the standard investment services requires.
Connected, not duplicated
Investment access sits alongside core membership under one identity.
Proper documentation
Statements and disclosures specific to investment services, delivered and tracked.
Investment portal features
Wealth services, done to the right standard
Performance reporting, statements, and disclosures meet investment services expectations while carrying the credit union's brand throughout.
Permissioning keeps investment data appropriately separated from core account data while preserving one coherent member identity.
-
Performance reporting
Investment results presented to institutional-grade standards.
-
Investment statements
Delivered and tracked, distinct from core account statements.
-
Appropriate separation
Investment and deposit data permissioned correctly under one member.
-
Unified branding
The credit union's identity throughout both experiences.
-
Advisor messaging
Secure communication with the member's investment advisor.
Bespoke investment software
Extend wealth services without diluting membership
Members who invest with you and bank with you should feel one relationship, professionally served on both sides.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
CU Investment Services Portal, answered
Questions we hear most from credit unions and their members. For the complete reference, visit the investor portal software knowledge base.
What is a credit union investment services portal?
A dedicated, permissioned portal view for members using the credit union's wealth management or broker-dealer services — portfolios, performance, and documents to investment-services standards — connected to but distinct from core membership.
Why not just use the core banking portal for investments?
Investment services carry different reporting, disclosure, and regulatory expectations than deposit accounts; a purpose-built view serves both correctly without compromise.
Does the member need a separate login?
No — one member identity, with investment access permissioned appropriately alongside core account access.
Can members message their investment advisor?
Yes — secure messaging connects members to their advisor within the same protected environment.
Is the experience branded to the credit union?
Fully — the investment services portal carries the credit union's identity, reinforcing one relationship.
Does this require a specific broker-dealer relationship?
The platform serves member-facing reporting and communication; it integrates with whatever investment services structure the credit union operates under.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss cu investment services 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.