Household & entity reporting for wealth managers
Household reporting software consolidates a family's accounts, trusts, and entities into coherent rollup views — the whole picture at household level, with per-member permissioning so each spouse, trustee, or adult child sees exactly their entitled scope. InvestorPortaLPro models the structure once and reports it correctly forever.1
What we offer
Families are structures — report them that way
A household is rarely one account: it's joint accounts, IRAs, trusts, 529s, and an LLC or two. Reporting that models the structure answers the question families actually ask: how are WE doing?
Structure modeled once
Accounts, entities, and relationships mapped into the household hierarchy — rollups follow automatically.
Per-member scope
Each family member and fiduciary sees their entitled slice — from the same structure.
The whole picture
Allocation, performance, and progress at household level — the view that matters at the kitchen table.
Household features
One structure, every right view
Trusts and entities report both standalone and in consolidation; beneficiary and trustee permissions differ correctly without duplicate data.
Structure changes — new accounts, new trusts, next-gen additions — are edits to the model, and every report updates with them.
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Flexible hierarchies
Households, entities, and account groups nested to match reality.
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Trust-aware views
Trustees and beneficiaries each see their correct scope.
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Consolidated performance
Family-level returns and allocation across the whole structure.
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Next-gen access
Adult children onboard with appropriately scoped views.
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Structure history
Changes to the household model tracked over time.
Bespoke investment software
Answer the kitchen-table question
Families think in wholes; custodians report in accounts. Household reporting closes that gap — and deepens the relationship across generations.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
Household Reporting, answered
Questions we hear most from wealth management and RIA firms. For the complete reference, visit the investor portal software knowledge base.
What is household reporting software?
Software that models a family's accounts, trusts, and entities into a hierarchy and reports it at every level — consolidated household views with per-member permissioning, so each viewer sees their entitled scope from one structure.
How do trusts fit into household views?
Trusts report standalone and in consolidation, with trustee and beneficiary permissions differing correctly — the same underlying data, the right lens per fiduciary role.
Can each spouse or family member see different things?
Yes — permissioning is per member: joint visibility where appropriate, individual scope where not, all from one model.
What happens when the family structure changes?
You edit the model — new accounts, entities, or members — and every rollup and report updates automatically.
Why does household reporting matter to retention?
Families that see their whole picture with one firm consolidate with that firm — and their next generation onboards into a structure that already includes them.
Does this include next-generation access?
Yes — adult children onboard with appropriately scoped views, which is where multi-generational relationships begin.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss household reporting 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.