IPP provides design, creation, generation, distribution, and tracking of any secure reports

Investors are demanding the ability to create their own reports from your data. Start providing more tools like IPP which enable the ability to slice and dice data the way investors want. Automate complex waterfalls, distributions, and capital calls into any format in real time.


Dynamic and static fund admin reporting

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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Ensure compliance, SLAs, metrics, and timelines meet the mark.

  •   Never send the wrong reports
  • Automate your reporting to eliminate manual work, reduce risks, improve your reputation, and distribute on-time documents at the click of a button. Digitize your document management process today with fund admin reporting software from IPP.
  •   Provide new services to clients
  • Get the big picture by tracking every activity, every click, every download, and offer digital signature and more so your clients can rest easy knowing you've got the technology in place to grow with them. IPP provides a scalable technology platform that will help you take your business to the next level.
  •   Compete with larger asset servicers
  • InvestorPortaLPro provides you a platform that is never tied to how much AUA you have. You'll pay the same fixed price as all of our clients. Grow your business with the peace of mind that your spend will be the same now as it is throughout your entire contact.



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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Ready to create dynamic reports for your clients that create true value for everyone, including 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

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All fields secure, and kept private

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.

  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.