Client portal software for registered investment advisors
RIA client portal software gives a registered investment advisor's clients one secure, branded destination for portfolios, performance, documents, and communication — permissioned per client and household, mobile-first, and delivered with receipts. ClientHub° by InvestorPortaLPro serves RIAs from solo practices to multi-billion firms at flat pricing with unlimited clients.1
What we offer
Independent doesn't mean improvised
Clients compare your firm's digital experience to their bank's and their custodian's. A polished portal closes that gap on your brand — and turns independence into an advantage rather than an apology.
One destination
Portfolios, performance, documents, and messages behind one branded login.
Client & household views
Individuals, families, trusts, and entities each see their entitled scope.
Mobile-first
The experience clients actually use is the one on their phone — built for it.
ClientHub° features
The client experience, on your terms
Statements and reports deliver with notifications and receipts; the archive and dashboards answer routine questions before they become calls.
Secure messaging, e-signature, and document upload keep the whole relationship inside the compliant envelope.
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Portfolio & performance
Current positions, allocation, and results per client and household.
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Tracked documents
Statements, reports, and tax documents with delivery receipts.
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Secure messaging
Sensitive conversations off email, on the record.
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E-signature built in
Agreements and disclosures signed in the portal flow.
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Flat pricing
Unlimited clients and users — growth never raises the bill.
Bespoke investment software
Ready for a portal that wins referrals?
RIAs grow by referral, and referrals mention experience. A portal clients praise is marketing that runs every day.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 Client Portal, 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 client portal software?
A branded, secure platform where an RIA's clients access portfolios, performance, documents, and messaging — permissioned per client and household, with tracked delivery, e-signature, and mobile-first design.
Does it work for small RIAs?
Especially — flat pricing with unlimited clients gives a solo or small practice the same experience a multi-billion firm runs, without per-seat economics.
How does the portal handle families and trusts?
Household structures model natively: joint views where appropriate, individual and fiduciary scopes where not, all from one hierarchy.
Is client communication compliant?
Messaging, delivery receipts, and archives keep client communication on the record with retention applied — the posture books-and-records reviews expect.
Can clients sign documents in the portal?
Yes — agreements, disclosures, and updates e-sign in the flow with versions retained.
How quickly can an RIA launch?
Simple deployments in days; branded implementations with data migration typically within four weeks.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss ria client portal 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
- 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.