Fee transparency & reporting for wealth management
Wealth management fee transparency means every client can see plainly what they paid, on what basis, and when — fee summaries per account and household, reconciled to the record, presented beside the performance the fees relate to. InvestorPortaLPro makes fee clarity a standing feature instead of an annual awkward conversation.1
What we offer
Clients don't leave over fees — they leave over fee surprises
Regulators push fee disclosure; clients reward fee clarity. Firms that present fees plainly, in context, convert a compliance obligation into a differentiator.
Plain fee summaries
What was charged, per account and household, in language clients understand.
Reconciled to the record
Presented fees tie to the accounts — no side arithmetic, no discrepancies.
Fees beside value
Fee history renders in context with performance and service delivered.
Transparency features
Clarity as a standing feature
Fee summaries deliver with receipts on your cadence and file into the client's archive — the record is always one click away for client and firm alike.
Household views aggregate fees across accounts and entities, answering the family-level question honestly and first.
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Fee statements
Clear per-period summaries delivered with tracking.
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Household aggregation
Family-level fee totals across accounts and entities.
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Fee history
Cumulative fees over time, in context, on the record.
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Fewer hard conversations
Standing clarity replaces annual surprise discussions.
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Disclosure evidence
Delivery receipts document that disclosures reached clients.
Bespoke investment software
Make fees the easiest conversation you have
The firm that shows its fees plainly is making a statement about everything else it does. Clients hear it.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
Fee Billing Transparency, answered
Questions we hear most from wealth management and RIA firms. For the complete reference, visit the investor portal software knowledge base.
What is wealth management fee transparency software?
Reporting that presents each client's advisory fees plainly — per account and household, reconciled to the record, delivered with receipts — with cumulative history shown in context with performance and service.
Does this calculate or bill our fees?
Fee computation stays in your billing process; this layer presents the results clearly to clients — which is where trust, retention, and disclosure obligations actually live.
Why volunteer fee clarity?
Because clients leave over surprises, not levels — and because standing transparency turns a regulatory expectation into a competitive signal.
Can clients see fees at the household level?
Yes — aggregated totals across accounts and entities answer the family-level question directly.
Is there evidence disclosures were received?
Delivery receipts and read status document that fee communications reached each client — useful for both service and compliance.
Where do clients find their fee history?
In the portal archive, beside their statements and performance — always current, always retrievable.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss fee billing transparency 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
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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.