Performance reporting software for RIAs
RIA performance reporting software generates every client's performance report from one data source — returns, allocation, and progress at account, client, and household level — on the firm's branded templates, in validated batch runs, with live dashboards between periods. ClientHub° by InvestorPortaLPro.1
What we offer
The report is where your work becomes visible
Clients can't see your due diligence or your rebalancing discipline — they see the report. Clear, consistent, on-time performance reporting is how an RIA's quality gets perceived.
Firm-standard templates
One design, rendered identically for every client, every period.
Validated batch runs
The whole book's reports generate together, checked before release.
Live dashboards
Performance stays current between quarters — fewer where-do-I-stand calls.
Reporting features
Institutional reporting at independent scale
Household rollups aggregate accounts and entities; each viewer's report reflects their scope from one modeled structure.
Delivery tracks per client with receipts, and every period archives — the relationship's complete reporting history on demand.
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Multi-level reporting
Account, client, and household views from one data source.
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Pre-release validation
Figures verify against source data before clients see them.
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Delivery receipts
Confirmation and read status per report, per client.
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Complete archives
Every period retained and browsable per relationship.
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Your brand
Templates carry the firm's design across print and screen.
Bespoke investment software
Ready for reporting that sells the firm?
Prospects ask to see a sample report. Make yours the one that ends the comparison.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 Performance Reporting, 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 performance reporting software?
Software that generates client performance reports — returns, allocation, progress — from one data source at account, client, and household level, branded to the firm, validated before release, and delivered with tracking.
How do reports stay consistent across the firm?
One engine and one template set serve every advisor: firm-standard structure with client-specific content, rendered identically every period.
Can clients see performance between reports?
Yes — permissioned dashboards keep results current between formal periods, which reduces routine inbound sharply.
What prevents errors reaching clients?
Validation against source data gates each batch run, and releases require approval — automation with a human on the trigger.
Do reports work at the household level?
Yes — accounts and entities roll up per family, with each viewer's version reflecting their entitled scope.
Is there a record of what was delivered?
Receipts and read status per report per client, with every period archived — evidence and history in one place.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss ria performance reporting 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.