Investor relations & CRM software for fund administrators
Fund admin investor relations software gives asset servicers a CRM and IRM layer purpose-built for their business model: managing GP client relationships and, on behalf of each GP, their investors. InterFirm° AS by InvestorPortaLPro is an automated, touchless CRM experience designed for asset servicers — offer your clients more IR services for a fixed price and unlimited users.1
What we offer
A holistic view of your firm operations for your clients
An administrator lives one level up from a fund manager: your relationships are GPs, and each GP brings a book of investors. InterFirm° AS models that two-tier reality natively instead of forcing it into a sales-pipeline CRM.
Two-tier relationship model
GP clients and their investors tracked in one structure — every interaction, document, and deliverable attached to the right relationship.
Automated & touchless
Routine touchpoints — deliverable notices, confirmations, follow-ups — fire automatically, logged against the relationship.
Fixed price, unlimited users
Add GP clients and their investors without per-seat costs — scale the service, not the software bill.
InterFirm° AS features
CRM, IRM, and client nurturing for asset servicers
Securely transmit, sign, and search all the documents you generate for each client GP; automate performance reporting, waterfalls, distributions, and payments and put them online for your GPs and their investors.
Provide key metrics like AUA, aggregations such as assets per class, time-series, and dashboards — and help the GPs on your platform run their marketing, prospecting, and fundraising from a single source of truth.
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GP & investor records
Complete relationship histories at both tiers — contacts, interactions, documents, deliverables, and status.
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Document workflows
Transmit, e-sign, and search every document generated per client GP, with delivery tracked to the investor level.
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Touchless automation
Deliverable notifications, confirmations, and routine follow-ups run automatically and log themselves.
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AUA metrics & dashboards
AUA for your practice, aggregations per class, time-series, and dashboards for you and each GP.
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Fundraising support for GPs
Give your GPs marketing, prospecting, and fundraising tools on your platform — one more reason they stay.
Bespoke investment software
Offer your clients more, for a fixed price
Every service you add on flat-priced infrastructure improves your margin and your retention. InterFirm° AS turns investor relations from a cost center into a service line your GPs pay for.3
See it in action
A look inside the platform
Real screens from the platform behind InterFirm° AS — relationship pipelines, engagement analytics, controls, and reporting. Explore the full interactive demo →
Why IPP
Why choose a boutique investor software firm?
There are many reasons to choose InvestorPortaLPro. We are affordable yet sophisticated, 100% dedicated to investor portals and IR software, and we spend most of our revenue on research and development to build a better platform 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 platform on the market for firms of all sizes — including public companies, private companies, private equity, real estate, banks, wealth managers, and asset servicers.
Our people, ethics, and experience
100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straightforward, and down-to-earth team in the space. We are also hiring — contact us about joining our team of investment software professionals.
100% customer success & retention
Every implementation we have done is unique, and all have been success stories for our clients.4 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
IPP develops technically advanced investor software designed to be useful and user-friendly. Host it yourself (on premises) or with any provider such as Azure or Amazon AWS — IPP is built on open source software with full source-code access, and a large majority of our budget goes to research and development.
Common questions
Investor Relations & CRM, answered
Questions we hear most from fund administrators and asset servicers. For the complete reference, visit the investor portal software knowledge base.
What is fund admin investor relations software?
It is a CRM/IRM layer built for the asset-servicer business model: managing relationships with GP clients and, on behalf of each GP, their investors — with documents, deliverables, automation, and analytics attached to the right tier of the relationship.
How is this different from a sales CRM?
Sales CRMs model pipelines toward a close. An administrator's reality is ongoing, two-tier service: GPs as clients, investors as their stakeholders, deliverables on schedules. InterFirm° AS models that natively — no bent pipeline stages required.
What does 'touchless' automation mean?
Routine relationship touchpoints — deliverable notices, receipt confirmations, standard follow-ups — fire automatically based on events and schedules, and log themselves against the relationship, freeing your team for the conversations that need a human.
Can our GP clients use it too?
Yes. GPs on your platform get their own permissioned views — and optionally marketing, prospecting, and fundraising tools — which deepens the service relationship.
How does pricing work as we grow?
Flat-price, unlimited users: adding GP clients and their investors does not add per-seat charges. The economics are designed for service businesses that scale.
Does it connect to our reporting and accounting?
Yes — InterFirm° AS shares the platform with accounting integration and dynamic reporting, so relationship records, data, and deliverables stay in one system.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss investor relations & crm for your firm?
100% satisfaction
We have never lost a client.4 We take the time to listen to your needs before selling you software. We appreciate your time and look forward to speaking with you about potentially partnering with us. We value your privacy and will never sell or provide your information to third parties.
Share your goals
Thank you — we received your request.
Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.
Notes
- InterFirm° AS is a trademark of InvestorPortaLPro; capabilities described on this page reflect the InvestorPortaLPro platform. ↩
- Secure delivery, e-signature, tracking, and retention features support your regulatory workflows; they do not constitute legal or compliance advice, and filing obligations remain with the issuer and its counsel.
- SOC 2 Type II controls operate as part of IPP's security program; certain certifications and assurances (including SEC Rule 17a-4(f) compliant storage) are provided through hosting partners. Current audit documentation is shared under NDA during vendor due diligence. ↩
- Client retention figure reflects InvestorPortaLPro's client history since founding in 2016. ↩
- Pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
- Implementation timelines vary with data migration scope, integrations, and branding requirements.