Fee transparency & reporting for RIAs
RIA fee transparency software presents advisory fees the way fiduciaries should: plainly, per client and household, reconciled to the record, with history in context — delivered through the portal with receipts. InvestorPortaLPro makes the fee conversation a standing feature of the relationship rather than an annual negotiation of surprise.1
What we offer
Fiduciary duty has a user interface
Acting in clients' interests includes making costs legible. Firms that show fees clearly convert a regulatory expectation into visible integrity — the kind clients repeat to friends.
Plain-language summaries
What was charged, on what basis, per account and household.
Reconciled figures
Presented fees tie to the record — no drift, no side math.
History in context
Cumulative fees beside cumulative service and performance.
Transparency features
Standing clarity, delivered with proof
Fee summaries deliver on your cadence with receipts and archive per client — both sides can always retrieve the record.
Household aggregation answers the family-level fee question first — before it becomes the awkward version of itself.
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Fee statements
Clear periodic summaries per account and household.
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Household totals
Family-level aggregation across accounts and entities.
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Delivery evidence
Receipts document that fee communications landed.
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Permanent record
Every fee disclosure retained and retrievable.
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Better conversations
Clarity converts fee discussions into value discussions.
Bespoke investment software
Let your fees make the fiduciary point
Clients can't verify your investment process, but they can verify your candor. Fee clarity is candor they can see quarterly.3
See it in action
A look inside the platform
Real screens from the platform behind ClientHub° — 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
RIA Fee Transparency, answered
Questions we hear most from registered investment advisors and their clients. For the complete reference, visit the investor portal software knowledge base.
What is RIA fee transparency software?
Reporting that presents advisory fees plainly — per account and household, reconciled to the record, with cumulative history — delivered through the client portal with receipts and archived permanently.
Does it compute our billing?
Billing computation stays with your process; this is the presentation layer — the part clients actually experience and regulators increasingly examine.
Why lead with fee clarity?
Because it's differentiating: most firms disclose minimally, so plain, standing transparency reads as fiduciary character — and it preempts the surprise conversations that cost clients.
Can families see aggregated fees?
Yes — household totals across accounts and entities answer the real question directly.
Is delivery documented?
Receipts and read status per disclosure, with the archive retaining every communication — evidence for service and for exams.
Where do clients find their fee history?
In the portal beside their performance — always current, always in context.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss ria fee transparency 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
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Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.
Notes
- ClientHub° 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.