WHAT WE OFFER

Fund admin CRM, IRM, and client nurturing for investor relations and client satisfaction

Processing investor relations requests on behalf of your clients in a clean and professional way is a value added service that goes a long way to establishing the trust in your brand. Our solutions offer a simple and affordable way to process investor relations requests, and make information available online to your clients investors and interested parties.

FEATURES

An automated, touchless CRM experience designed for asset servicers

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 world's 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.

  Share your goals

SCALABLE INVESTOR RELATIONS

IPP InterFirm° - Offer your clients more investor relations services for a fixed price and unlimited users.

  • Securely transmit, sign, and search all the documents you generate for each client GP
  • Automate your performance reporting, waterfalls, distributions, and payments and put online for your GPs
  • Provide key metrics such as AUA for yourself, aggregations like assets per class, time-series, & dashboards to see and predict value and trends
  • Help the GPs on your platform conduct their marketing, prospecting, fundraising and deal making from a single source of truth
  • Track everything to analyse and learn from your data without any programming or fuss

BESPOKE ALTERNATIVE INVESTMENTS SOFTWARE

Alternative Investments Software for Fund Admins & Asset Servicers

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.

Schedule a demo

Ready to start providing a holistic view of your firm operations to your clients?

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

  Share your goals

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.