Client portal software for wealth management firms
Wealth management client portal software is the digital front door of an advisory firm: a branded, secure place where clients see their portfolios, documents, performance, and communications — permissioned per client and household, on any device. ClientHub° by InvestorPortaLPro makes the portal an experience clients mention, not a login they avoid.1
What we offer
Clients judge the firm by the portal
Your advice is invisible most of the year; the portal isn't. A current, clear, branded client experience does daily reputation work between reviews — and shows up in referrals.
Everything in one place
Portfolios, performance, documents, and messages — one login, on your brand.
Household-aware
Accounts roll up to clients and households, each viewer seeing their entitled scope.
Effortless on the phone
Clients check positions where they actually are — nothing to install, fully secure.
ClientHub° features
The client experience, systematized
Statements and reports file themselves against the client record with notifications and receipts; the archive answers historical questions without a call to your office.
Secure messaging keeps sensitive conversations off email; every exchange lands on the relationship record.
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Portfolio views
Positions, allocation, and performance current — not statement-lagged.
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Document delivery
Statements, reports, and tax documents delivered with receipts and archived.
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Secure messaging
Client conversations inside the secure envelope, on the record.
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Your brand throughout
White-labeled on your domain across desktop and mobile.
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Bank-grade security
Encryption, MFA, and audit trails inside an attested control environment.
Bespoke investment software
Ready for a portal clients show their friends?
The best advisory marketing is a client opening the app in front of someone. Make that moment work for you.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
WM Client Portal, 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 client portal software?
A branded, secure platform where an advisory firm's clients access portfolios, performance, documents, and messaging — permissioned per client and household, on any device, with delivery tracking and archives.
How does household permissioning work?
Accounts roll up to clients and households; each family member, trustee, or advisor sees exactly their entitled scope from one structure.
Can clients message us through the portal?
Yes — secure messaging keeps sensitive exchanges off email, with the full history on the relationship record.
Is the portal branded to our firm?
Fully — your logo, colors, and domain across every screen; ClientHub° is the engine, your firm is the experience.
How secure is client access?
Encryption in transit and at rest, MFA, granular permissions, and real-time audit trails, inside a SOC 2 Type II control environment.
Does a portal actually reduce service work?
Measurably — self-service answers the balance, document, and history questions that otherwise arrive as calls and emails.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss wm client portal 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.