Wealth Management Client Portals

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.

InvestorPortaLPro™

Use InvestorPortaLPro to clearly demonstrate the value your private wealth firm provides, proactively service clients & households, personalize the wealth management experience, take a holistic, unified approach to managing clients’ wealth, and engage with prospects. Designed for Investor Relations, Deal Teams, and Portfolio Managers to make you more efficient, effective, and successful.

InvestorPortaLPro™ software is built for investors to easily find documents and data online. Our features allow you to manage investor relations, communicate and collaborate with clients, and monitor your investor portal interactions. InvestorPortaLPro™ is securely hosted and SSAE SOC II Type 2 certified. Our tools will help you make better business decisions, reduce risk, and collaborate with your current and prospective investors.

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Unified Household Management

InvestorPortaLPro™ enhances your investor communication with security, stability, and advanced technology. InvestorPortaLPro is designed to empower your business. The solution is industrializing the investment process, allowing you to efficiently manage investments for large numbers of complex portfolios and achieve maximal investment performance. Combining back office efficiency with front office differentiation, InvestorPortaLPro offers sophisticated portfolio management functionality to mass affluent and U/HNW clients, allied with CRM capabilities, mobile and internet banking capabilities and comprehensive back office support.

  • Securely transmit documents and data to investors
  • Control fund marketing and fund raising online
  • Track, analyze, and audit investor relationships

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Our Advantages

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.

Our Vision

"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 the most advanced, user-friendly, and affordable investor portal on the market for private equity, real estate, hedge fund, and asset servicers.

Our People

100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straight-forward, and down to earth team in the space. We are also hiring. Please contact us about joining our team of alternative investment software professionals.

100% Customer Success

Every implementation we have done is unique, and all have been success stories for our clients. 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.

Research and Development

InvestorPortaLPro™ develops the most technically advanced investor portal software on the market today that are designed to be useful, and user friendly. You can choose to host IPP yourself (on premises), or with any hosting provider such as Azure™, or Amazon™ AWS. IPP is built using open source software. Since we develop sophisticated technology we spend a large majority of our budget on research and development.