Performance reporting for wealth management firms
Wealth management performance reporting presents each client's investment results — returns, allocation, and progress — in branded reports and live dashboards generated from one data source, at account, client, and household level. ClientHub° by InvestorPortaLPro makes every report consistent, current, and delivered with proof.1
What we offer
Performance is a conversation — reporting is its language
Clients don't experience your investment process; they experience the report that describes it. Clear, consistent, well-designed performance reporting is where advisory value becomes visible.
Returns in context
Performance presented at account, client, and household level.
Your templates
Report designs built once in your brand and rendered identically for every client, every period.
Live between reviews
Dashboards keep performance current so the quarterly meeting isn't the only window.
Reporting features
Consistent for the firm, personal for the client
One reporting engine serves every advisor and every client — firm-standard structure with client-specific content, generated in validated runs.
Delivery tracks per client with receipts, and the archive holds every period — the review meeting's pre-read handles itself.
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Batch report runs
Every client's period report generates together from current data.
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Household rollups
Performance aggregates across accounts and entities per family.
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Validated before release
Figures check against source data before any client sees them.
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Tracked delivery
Receipts and read status per report, per client.
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Period archives
Every report retained and browsable — the relationship's full history.
Bespoke investment software
Ready for reporting that carries the meeting?
When the report is clear, current, and consistent, the review meeting starts from trust — and the advisor talks strategy instead of explaining numbers.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 Performance 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 wealth management performance reporting software?
Software that generates each client's performance reports and dashboards — returns, allocation, progress — from one data source at account, client, and household level, branded to the firm and delivered with tracking.
How is consistency maintained across advisors?
One engine and one template set serve the whole firm — firm-standard structure, client-specific content, identical rendering every period.
Can clients see performance between reports?
Yes — permissioned dashboards stay current between formal periods, which sharply reduces where-do-I-stand calls.
Do reports roll up households?
Yes — accounts aggregate to clients and households, so families see the whole picture and individuals see their scope.
What prevents reporting errors?
Validation against source data gates every batch run before release, and delivery is tracked with receipts per client.
Can we keep our current report design?
Yes — your layouts become the templates; the engine renders them identically for every client and period.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss wm performance 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
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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.