WHAT WE OFFER

Risk reduction, assurances, partnership, consulting, data privacy, security, and compliance

Ensuring your data is safe, and meeting the compliance demands of your clients and their investors is not something you should take lightly. Signing up for a cloud based SaaS product is not the answer. Confirm

FEATURES

Secure your data and separate yourself from the pack

InvestorPortaLPro assists in ensuring GDPR-compliant investor portal, ESG investment tracking portal, and other investor portal workflows on your data with 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.

InvestorPortaLPro™ investor portal software is built for private equity, hedge fund, real estate, venture capital, shareholder, investor relations, legal, compliance, investors, and people to easily find documents, data, and reports online. Our industry best features allow you to manage investor relations, communicate and collaborate with investors, shareholder, and your teams, and monitor your investor portal interactions. InvestorPortaLPro™ is securely hosted, and our partners provide the following certifications and assurances (listed below). Our tools will help you save time on waterfalls, automate distribution payments, improve investor communication, on-board investors quicker, and more.

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BENEFITS

CERTIFICATIONS & ASSURANCES

Designed for investor relations portals, deal team collaboration, portfolio manager reporting, compliance, a single source of truth, and more to make you more efficient, effective, and successful.

  •   Global

    • CSA, CyberGRX, CyberVadis, ISO 9001, ISO 22301, ISO 27001, ISO 27017, ISO 27701, ISO 27018, PCI DSS Level 1, SOC 1, SOC 2, SOC 3

  •   Europe, Middle East, and Africa (EMEA)

    • GDPR, HDS, C5, CISPE, Cyber Essentials Plus, ENS High, FINMA ISAE 3000 Type 2 Report, G-Cloud, GSMA, GSMA, PiTuKri ISAE 3000 Type II Report, and TISAX

  •   Americas

    • CCCS, CJIS, DoD SRG, FedRAMP, FERPAFIPS, FISMA, GxP, HIPAA, HITRUST CSF, ITAR, MPAA, NIST, PIPEDA, SEC Rule 17a-4(f), VPAT / Section 508

Find more documentation here  

BESPOKE ALTERNATIVE INVESTMENTS SOFTWARE

IPP°

Alternative Investments Software for Fund Admins & Asset Services

Best-of-breed software systems for fund admins, transfer agencies, brokers, and other asset servicers looking for an advantage in the space

InvestorPortaLPro™ investor relations software is built for IR teams and their investors and shareholders to easily share documents, collaborate, and provide charts and data online. Our IR software features allow you to best manage investor relations, communicate and collaborate with clients, and monitor your investor portal interactions. 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.

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Why choose a boutique alternative investments software firm?

There are many reasons to choose InvestorPortaLPro™. We are 100% employee owned, with no outside investment. Our products affordable yet sophisticated. Our company is 100% dedicated to investor portals, and spend most of our revenue on R&D to build a better portal 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 portal on the market for firms of all sizes, including private equity, real estate, public companies, private companies, banks, wealth managers, and asset servicers.

  Our people, ethics, and experiences

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.

  100% customer success & retention

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.

  R&D commitment

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.