Dynamic client reporting for wealth management & RIA firms
Wealth management client reporting software centralizes portfolio and client reporting for advisors and RIA firms: statements, performance views, and dashboards generated from one data source and delivered through a branded client portal. ClientHub° by InvestorPortaLPro centralizes reporting so clients get immediate insight into their current portfolio.1
What we offer
Put streamlined reports in the hands of your most valuable asset
Clients judge an advisory firm by what they can see. Bespoke client reporting experiences — current, clear, and on your brand — turn the quarterly statement from an obligation into a retention asset.
Automated portfolio reporting
Client and portfolio reports generate from centralized data on schedule — automated client portfolio reporting and management.
Immediate insight
Clients see their current portfolio through live dashboards, not just the last quarterly PDF.
Bespoke experiences
Reporting rendered entirely in your brand — centralize, crystallize, and produce content clearly.
ClientHub° features
From your database to your client's screen
Centralize your database once; every statement, dashboard, and review deck derives from it — consistent numbers across every client touchpoint.
Onboard clients faster by showing them the power of your reporting up front: the portal experience is part of the pitch, not an afterthought.
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Branded report templates
Statements and review materials designed once in your brand and reused across clients and periods.
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Scheduled generation
Client reporting runs on schedule from centralized data, with review before release.
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Live client dashboards
Portfolio, performance, and holdings current between statements — permissioned per client and household.
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Tracked delivery
Every statement delivered through the portal with confirmation — and an archive clients can browse.
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Every device
Clients check portfolios from phone or desktop with nothing to install — secure on both.
Bespoke investment software
Ready to elevate your client reporting?
Advisors compete on trust, and trust is built on clarity. ClientHub° makes clarity systematic — every client, every period, on your brand.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 Dynamic Reports, 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 reporting software?
Software that centralizes an advisory firm's portfolio and client reporting: branded statements and review materials generated on schedule from one data source, plus live client dashboards, delivered through a secure portal with tracking and archives.
How does it help client retention?
Clients judge firms by what they can see. Clear, current, branded reporting — with self-service dashboards between statements — is among the most visible differentiators an advisory firm controls.
Can reporting reflect households and accounts?
Yes — permissioning and rollups work at account, client, and household level, so each viewer sees exactly their appropriate scope.
Does it replace our statements or add to them?
Both patterns work: formal periodic statements continue on schedule, while live dashboards answer the between-statement questions that otherwise become calls.
Is it branded to our firm?
Fully — templates, portal, and dashboards render in your brand; ClientHub° is the engine, your firm is the experience.
How do clients access their reporting?
Through a secure, white-labeled portal on any device — authenticated, permissioned, and with nothing to install.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss wm dynamic reports 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.