If you are a boutique fund administrator specializing in a certain asset class, or a large fund administrator using another vendor's portals, you need to do yourself and your team a favor and evaluate our solutions. Why pay millions of dollars a year for poor service and software teams that just don't get it?
Fund management integration including accounting, trade order management, reconciliation, and payments: InvestorPortaLPro handles full accounting systems integration for in-house or 3rd party accounting systems including: Investran, FrontInvest, FrontGP, Geneva, AdvisorWare, and others. Reports, documents, and data are the most common integration points out-of-the-box. Automated back-end accounting for your clients and their investors.
Fund administration document management and storage: S3 allows you to offload your data, reports, and document storage services to InvestorPortaLPro™. Backup, disaster recovery (DR), and encryption in storage and transit are all a part of the solution we offer to asset servicers.
Fund administration client reporting and dynamic content generation: Fund and client level reporting that is simple, yet sophisticated. Give investors the ability to build their own reports online, from your transactional data & cashflows. You've got the data, and we've got the dynamic reporting solutions.
Fund administration investor relationship management and CRM: Integrate your current investor relations team with our tools, and delight your clients with a co-branded, modern, clean, and user friendly investor portal, which you can also use for investor relations.
Fund administrator mobile apps, mobile first development principals, and custom engineering: Give your team, and your clients, the mobile access to their investment information that they expect from a fund administrator today. Our technology was built for mobile from the ground up, and requires no apps or other software to install.
Fund administration software certification: Fully certified, SSAE 16 SOC II Type 2 solutions for regulatory, compliance, and client satisfaction.
InvestorPortaLPro™ enhances your clients' investor relations, accounting, tax, and firm communications with security, stability, and advanced technology.
InvestorPortaLPro™ software is designed for fund admins, and built for your clients and their investors to easily find documents and data online. It is the overarching portal for a unified approach to fund administration. The IPP platform features enable you to consolidate AUA across all firms, centralize management, scale without any increase in costs, manage investor relations, communicate and collaborate with clients, and monitor your investor portal interactions. ALL FOR A FIXED PRICE. InvestorPortaLPro™ is securely hosted and SSAE SOC II Type 2 certified. Our tools will help you make better business decisions, reduce risk, and collaborate with your current and prospective investors.
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
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 alternative investment software and investor portal software on the market today. 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.