Wealth Management Client Portal and Advisor Software

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.

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:

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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.
Private equity investor portal

Wealth Management Portal

WealthPane™ single page client portal

A single, dynamic page that instantly combines all important info for the quickest look at client wealth.Wealth Management Client Portal Solutions

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 client investment portal is designed to empower you and 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.

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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

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All fields required, secure, and kept private

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.

  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 portal on the market for firms of all sizes, including private equity, real estate, public companies, private companies, banks, wealth managers, and asset servicers.

  Our people, ethics, and experiences

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 & retention

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.

  R&D commitment

InvestorPortaLPro™ develops the most technically advanced alternative investment software and investor portal software on the market today. 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.