Clients, such as high net worth, desire the ability to create reports on the fly, and often from their phone. Reports such as a partners capital statement and a schedule of investment can be created in real-time with ClientHub°. Give your investors the ability to create their own reports for each client inquiry, and save yourself time. ClientHub° enables clients to dynamically create any report when they want it, for any data you'd like to expose. Contact us today for more information.
Leading wealth management firms provide investors and prospects the ability to create their own reports online. Join them today. No investor relations requests or IT support is needed with InvestorPortaLPro™ . Give your clients the power of data at their fingertips, in mobile apps or on the desktop. Liberate your data and present it the way you want.
Improve communications and collaborating with inbound investor request tracking, web-based investor inquiry support, and a full audit trail of how your investors are interacting with your firm.
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
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.
"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.
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.
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.
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.