InvestorPortaLPro sits on top of your existing accounting and general ledger systems to provide dynamic data, documents, and reports to your investors and other interested parties.
We solve the most common problems of asset servicers. Our solutions help fund administrators, transfer agencies, and others with: Daily NAV reporting, dynamic customer reports and capital account statements, online tax forms, Form PF reporting, and many other complex scenarios. These types of solutions are only possible with seamless and precise integrated system.
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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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.
"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 portal on the market for firms of all sizes, including private equity, real estate, public companies, private companies, banks, wealth managers, and asset servicers.
100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straight-forward, and down to earth team in the space. We are also hiring. Please contact us about joining our team of alternative investment software professionals.
Every implementation we have done is unique, and all have been success stories for our clients. 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.
InvestorPortaLPro™ develops the most technically advanced investor portal software on the market today that are designed to be useful, and user friendly. You can choose to host IPP yourself (on premises), or with any hosting provider such as Azure™, or Amazon™ AWS. IPP is built using open source software. Since we develop sophisticated technology we spend a large majority of our budget on research and development.