WealthPane°

Wealth Management Client Portal and Advisor Software

Your Investors Experience S

Single page client facing dashboards for wealth management, RIA, broker/dealer, advisory, and other private wealth management.
An integrated software solution for wealth managers, our highly scalable and dynamic technology offers a truly holistic, overarching client facing solution for data visualization and document management.
SIMPLICITY

The single, modern app your investors have been waiting for.

When you are not there, and even when you are, your investors want a quick, easy to understand synopsis of their financial health. This is where WealthPane excels. Spend less time with client inquiries, and more time managing their wealth. Whether you are advising, brokering, managing, or more, the power of having information at your fingertips goes beyond data and into a serendipitous software experience that will set you apart from any other investment manager in the field.

Your new virtual data room software by IPP provides solutions and features to help your team simplify private file sharing while protecting critical information:

  Share your goals

  Schedule demo

INTEGRATED CLIENT SOLUTIONS FOR AUTOMATING WORKFLOWS

Bespoke client portal experiences

Industry-leading wealth analytics and portfolio performance reporting software enabling and empowering your offerings for every client.

  •   Build long-lasting, trusted relationships.
    • Instantly analyze and visualize client portfolio data including balances, realtime feeds, and personalized notes. Easily communicate relevant client insights on when needed. Create customized, branded reports for clients, and let them create their own online.
  •   WealthPane: Single pane of glass wealth dashboard
    • Choose from 100s of design options, and design your dreams with us. Empower and unlock your data with best-of-breed wealth management and data visualization. Unify the client look / feel into a single pane of glass with WealthPane, by IPP.
  •   Streamline client portal workflow
    • Visualize, harmonize, and consume wealth designs for current and future wealth planning - all on a single page. Choose from hundreds of different looks and feels, with best of breed widgets, charts, tools, and visualizations. Share information with your fingertips to their fingertips with WealthPane by IPP.
  •   Apple and Android Ready
    • Dedicated experiences for wealth information management will set you apart in a world of simulacrum and boredom.

Ready to look out and into a whole new world of client portal solutions?

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

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.