Secure, configurable, and white-labeled investor portal solutions for investor relations, accounting, and more. We give people a personalized & tailored experience, which is specific to their unique financial picture. Managing these through a service like Dropbox can work at the start, but an investor portal software is sure to increase a firm’s professionalism and make it easier for GPs to manage their investors. The best … Unlimited Investor Experiences. eFront Investment Café transforms investor relationship management, providing a modern, clean and easy to use cloud-based portal in order to guarantee investors access to information anytime, anywhere and from any device. One of our early clients lost $200,000 in his first syndication to wire fraud. Another syndicator I know lost 50k to the same hack.…, Stop sharing sensitive files over email directly Asking small investment companies to not share investor data over email is tough - but when it comes to documents it’s a good…. Report like the pros with drill downs into capital accounts with IRRs and DPI. The GP will have a record of all bank accounts and an audit log of all updates. Investor portal software for marketing deals and communicating holdings information to investors and prospects. As the provider of an industry-leading enterprise file sharing solution that enables and simplifies secure collaboration, we deliver an investor portal that supports investor communication while protecting confidential information from unauthorized viewing. Investor portal software designed to share, collaborate, produce, and secure information With IPP, you have a clean, secure, and sophisticated investor portal software solution and investor relations reporting portal. SmartExchange is a completely customizable solution. Fund managers can post fund performance, research data or account-level analytics. Investor Portal Deliver timely information through secure, self-service online portal Impress investors by delivering key performance metrics, capital transaction activity and documents via a simple-to-use investor portal. Our industry best features allow you to manage investor relations, communicate and collaborate with clients, and monitor your investor portal interactions. Accept & Continue. Affordable and simple to get started, InvestorPortaLPro is the industry's first product that delivers on investors' dreams while offering a pricing model that is truly unique. Automate waterfall calculations for investors, and save time and treasure. Navatar Investor; Open menu. Automate Your Back Office We offer flexible pricing, financing options, and certain guarantees in our contracts for your success and ours. Read the press release: Oracle to Close Acquisition of Portal Software Today; Support for Portal Software Products; Product Information. Vantage Insight TM is Industry’s most trusted Investor Portal Software with a state of the art data-warehouse and business-intelligence interface for intuitive, graphical reporting and performance analysis of investment activities. 1:55. Customize the portal design to match your branding and choose what information to share with investors. Since we specialize in investor portals we’ve been able to build a toolbox for development that make sure we are able to keep costs low and work quickly. Provide secure access to documents and investment performance in the cloud, anytime, from any device . Unify. Want to learn more? Get Started Features. Our investor portal software platforms and product catalogue is designed to handle your investor portal platform needs such as; applications, websites, investor portals, virtual data rooms, dashboards, & mobile apps. Our annual license fees range from $3k/year to $10k/year. … What types of firms does our investor portal software serve? Do you know if your web design team has a firewall in place protecting your website? Review pricing plans, features, and options. AltaReturn delivers next-generation Private Equity Software Suite that works across your business: Investment and Partnership Accounting, CRM, Investor Portal, Reporting and Fund Administration. Custom Branding. Contact us today. A world class experience for your investors. "We shall build good software here, at a profit if we can, at a loss if we must, but always good software. Schedule a demo of Intralinks© investor portal. AppFolio gives you and your team the ability to run your business, stay connected, and communicate with customers — from anywhere. We offer both custom investor portal software solutions and off the shelf solutions for various industries. Investor Portal offers investors an on-line information center that provides up-to-date data of shareholders that is kept in a highly-secure system. Every implementation is unique. Remain cost-effective and use our intuitive, easily operated, powerful end-to-end tools to automate investment operations and stay connected to your investors Our Product. Track Investor. Preview the investor portal. Juniper Square. Wealth Managers. Please contact us about joining our team of alternative investment software professionals. Fundraise More Effectively. Investor web portal solutions are a great way for small investment firms to provide an institutional quality to their investors without breaking the bank. (58 reviews) Juniper Square is easy-to-use, all-in … Jasmine Nazari. for real estate sponsors, firms and funds . Your investor’s sensitive data is at risk and the license fee is what keeps the development team focused on updating your portal and making sure your investor’s data stays safe. See more about our pricing here. Our software does the heavy lifting and reporting requirements management for you. Log in or sign up to reply Top Subjects: Tenants, Single Family, and Maintenance. The answer is different for everybody, but most small investment firms can’t go wrong with an investor portal that gets the basics right. Wealth Managers. Annual license fees for custom portals often start at $10,000/year. eFront Investment Café is a white-labelled portal service with a modern and appealing interface and unique features like KPI and information dashboards that greatly enhance the … We are confident you will not find a more honest, straight-forward, and down to earth team in the space. LEARN MORE. Global asset managers, real estate investors, and alternative fund managers use InvestorFlow to increase distribution and to simplify investor services. What is investor portal software? If you’re looking for a more bespoke solution prices will vary widely with functionality, but you can generally expect to pay at least $15k and as high as $100k for a custom portal. This eases the burden for investors / LPs to aggregate information in their own systems (many of whom use Dynamo themselves). Ease of Use & Delegate Access. Fundraising Software; Pipeline and deal flow management; Portfolio and direct investments monitoring; Alternative Investment Portals; Fund administration and accounting; Positions tracking ; Investment data feed; Research and benchmarking; Performance assessment; Portfolio construction; Investor reporting Resources. Designed for investor relations portals, deal team collaboration, portfolio manager reporting, compliance, a single source of truth, and more to make you more efficient, effective, and successful. Both price and features matter and we’ll explore both. AltaReturn delivers next-generation Private Equity Software Suite that works across your business: Investment and Partnership Accounting, CRM, Investor Portal, Reporting and Fund Administration. You can visit our investor portal pricing page to learn more about our SAAS solution or shoot us a message below to get a quote for a custom investor portal solution. With Groundbreaker powering your investor portal software, you’ll provide your LPs with a dashboard offering an unprecedented level of reporting functionality. Investor Deal Room is an investor portal software that provides a clean and intuitive option that syndicators and smaller firms can use without hiring a big team to manage it. Some portals also allow for direct ACH payout for distributions or loan payments. Investor relations software can collect intelligence on public and private companies, data on specific industries, risk assessments and other important information for easy reporting on company data contextualized with relevant industry information for investor and regulator use. Full accounting integration, zero limits on users or bandwidth, & source code you own. Please browse our site, and then contact us … Investors who receive regular distributions or payment can securely store and update their bank account information in a portal. Documents can also be watermarked for additional security. Remain cost-effective and use our intuitive, easily operated, powerful end-to-end tools to automate investment operations and stay connected to your investors Our Product. HOME; INVESTOR PORTAL; SPONSOR PORTAL; FEATURES; PRICING & SIGNUP; SUPPORT; Call Us: 832-857-0560; ORGANIZE. We are also hiring. Investors want to know if their investment is performing well and want to be able to see everything at a glance. More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Our software-as-a-service (SaaS), cloud-based applications are highly configurable to create branded and personalized investor experiences. Deploying an investor portal with Intralinks puts you in the company of the world’s largest community of global investors, GPs and LPs. Investor Portal . Since we develop sophisticated technology, we spend a majority of our budget on R&D. US: 212-863-9655. sales@navatargroup.com. For shareholder information, please visit our Investor Relations Web site. The program also has an online app and portal for on-the-go money management. Unlock the potential of your people, processes, and business at scale with AppFolio Property Manager PLUS. Portal Software that unifies teams and accelerates growth. What are some common features in investor portals? And your investors will appreciate it. This portal uses cookies to ensure you get the best experience. Wire fraud is the most common type of fraud investment companies are subject to, and having a secure investment portal makes sure you don’t have to send wiring instructions over email and risk compromise. Fund managers can post fund performance, research data or account-level analytics. It also serves as a repository … Best-in-class full service solution to springboard your startup to the next level. TRUSTED BY THE TOP ALTERNATIVE INVESTMENT FIRMS Custom App Builder . Automate your distribution waterfalls to the click of a button. Our tools will help you make better business decisions, reduce risk, and collaborate with your current and prospective investors. Visit Website. Quicken recently launched an annual subscription model to the software to track investments and supplement the desktop application that you install on your computer. Raise money faster and give your investors a clear look into real time data. Investor Portal Custom branding, interactive dashboards & self service options for your investors. 100% of our team has experience designing, building, and servicing investor portals. Protect your brand and information online so your investors can view, email, download, print, and share the information you provide for them. REQUEST ACCESS > Learn how InvestNext can work best for you. The process was smooth and within a month we were able to complete. Track Investor LLC offers the best and powerful real estate portal or software that can help you to access all investment related documents easily. Some portal development companies offer email-only support and others offer phone and video chat support. Hand crafted and designed for fund admins and other asset servicers. I was interested and they sent me all of the details with their numbers. Custom and turnkey asset management programs to grow assets and support clients. Pricing. Get Started Features. Investment Operations Powerful, intuitive tools to replace spreadsheets and automate your back office. Our software does the heavy lifting and reporting requirements management for you. InvestorPortaLPro™ is an Investor Portal solution for Private Equity firms. We are always happy to hop on a video call as well to discuss a problem or offer training. And as a GP, you can easily manage everything without the need for spreadsheets. This transparency and accountability can provide your customers with the much-needed assurance that their requests are not lost in the corporate black hole. Documents can also be watermarked for additional security. © Investor Deal Room 2020 This suite offers unparalleled flexibility in client communication to suit all investment management firms. for real estate sponsors, firms and funds . INVESTOR OVERVIEW Webcast Q3 Fiscal 2021 Coupa Software Incorporated Earnings Conference Call 12/07/20 at 4:30 PM EST Webcast ... Coupa Software is a leading provider of BSM solutions. Login. Provide your clients best-in-class reporting and on-demand access to their investments via the industry’s leading investor portal. An important, and often overlooked, feature of a small company offering a web based investor portal solution is increasing the level of credibility the GP in the eyes of the LP. The user permission system of the investor portal/hedge fund software ensures that each visitor has accessed information corresponding to the user privilege level. Even a simple investor portal solution can allow you to show investors their investments, ownership shares, and distributions, while more robust solutions will track performance calculations like ROI, Projected IRR, Preferred Returns, Capital Balance, and more. Custom Branding. Investor Deal Room’s modern investor portal software helps investment firms report to investors, manage documents, and streamline their back office. We offer a comprehensive, cloud-based BSM platform that has connected hundreds of organizations with more than five million suppliers globally. Below, we’ll discuss some of the most common features and use cases for using an investor portal. Connect & visualize key data such as interactions and use them to make decisions more effectively throughout your partnership. Schedule an investor portal demo, consultation, or simply leave your information and we will contact you. One Investor Portal. Allvue System’s Investor Portal software combines the best of all worlds: highly configurable, feature-rich dashboards, the ability to securely share documents (statements, K-1s, notices), and tools to allow your LPs to update their information right in the system. Private equity software for fund marketing to commitment and capital call to distribution. We are affordable AND sophisticated, 100% dedicated to investor portals, and spend most of our revenue (+50%) on research and development (R&D) to build a better portal for YOU, our customers and your investors of all asset classes. Head of Investor Relations Urban Green Investments. I signed had been signed up with Investor-Portal for a few months when they contacted me with a listing for a potential property flip in the North-East. Sales – (704) 850-5180 Contact Us After doing looking into it and running the numbers I arranged a viewing and put in a cash offer. Investment Management Software . Bonus – How to protect your investors’ sensitive data from hackers, How to protect your investors’ sensitive data from hackers – Part 3 of 3, Data Consolidation & Simplified Reporting, The Ultimate Guide to Real Estate Syndication Pitch Books, The Ultimate Software Guide For Real Estate Syndicators, Real Estate Syndicators & Real Estate Investment Firms, Document portal with investment amounts and distributions – $10k, Full LP portal with new deal subscription, KYC / AML verification, Docusign integration – $25-50k. Emerging Managers. Investor Portal Custom branding, interactive dashboards & self service options for your investors. Schedule a Demo. 5760 Legacy Drive Suite B3-318, Plano, TX 75024, Is your investor website vulnerable to being hacked? Most investor portals charge a one time setup fee ranging from $1,500-$5k along with service charges for loading in your previous deals and data. Security, integration, and transparency for hedge funds & boutique funds to provide world class investor relations service and software. Modern Dashboard. Increase productivity, unite employees, and improve culture with tools that connects & engages. InvestorPortaLPro™ develops technically advanced investor portal software platforms (Paas / Saas / IaaS) designed to be useful, and user friendly. Ensure you are meeting your investors' needs with InvestorPortaLPro. Below are some broad expectations when looking at a custom solution vs. an off the shelf solution (one of ours or another). Plan Sponsors. Key Features. Contact us today for a demo of our solutions, and see the IPP difference for yourself. All our portals are supported by our full time support team through email and phone. Investor portal software technology designed for investment firms, GPs, fund managers, administrators, RIAs, LPs, banks, and more. Attract more capital & keep existing investors happy at an affordable price. Investor web portal solutions are a great way for small investment firms to provide an institutional quality to their investors without breaking the bank. A robust internet portal is the entry to investment information, legal information, and marketing info for your firm, fund, deals, and more. Centralize all of your company documents, people, and conversations in one easy-to-use hub that employees can access anywhere, anytime. Satuit investor portal software allows you to upload and parse consolidated reports from your portfolio accounting software, so you do not need to create separate reports for each client before uploading. Allvue System’s Investor Portal software combines the best of all worlds: highly configurable, feature-rich dashboards, the ability to securely share documents (statements, K-1s, notices), and tools to allow your LPs to update their information right in the system. InvestorPortaLPro (IPP) offers reporting solutions for fund marketing, a gateway for fund raising to help you raise faster, distributing documents online securely, and collaborating with investors. Investment operations services and innovative software for the front, middle, and back office. Our core strengths are implementation, integration, automation, custom reports, custom development, training, cloud hosting, security, and a few other industry leading services that we provide for our clients. With over 100 integrations out of the box, and dozens of applications built for collaboration and sharing, insights.land is the destination of choice for the discerning investor relations team looking for investor portal software, corporate legal team, and startup hedge fund alike. Investors Portal. Fundwave's investor portal helps you seamlessly share capital notices and reports with your limited partners. As a result, we’ve been able to build simple portals for as little as $5,000. Your investor portal can become the single source of truth for your operations and accounting team as well as a valuable data store and communication tool for investors. Communication Platform for Sponsors/Syndicators & Investors. An Investor Portal Tech Partner Investor Deal Room provides private equity real estate firms and alternative investment managers a personalized, customizable solution to wow investors, automate operations, and raise more capital through our investor portal software. Modern Dashboard. Impress your investors with an intuitive experience complete with dynamic dashboards and real-time access to fund information. 75%. Unorganized email chains and complex document sharing tools can quickly complicate investor relationships, making it challenging for general partners to keep up with reporting requests. We’ve doubled AUM and scaled our capital relationships to hundreds of private investors without having to add headcount, thanks to Juniper Square. InvestorPortaLPro™ is securely hosted and SSAE SOC II Type 2 certified. Custom and turnkey asset management programs to grow assets and support clients. InvestNext is a modern real estate investment management software that consolidates all of your investment and investor information, enabling you to focus on growing your business and provide best-in-class service to investors. Sign up now or consult with us on our best best investor portal license options, and start taking advantage of the most sophisticated, modern, and clean investor portal software on the market. Plan Sponsors. Emerging Managers. Report and communicate to investors for all asset classes and financial products. At a bare minimum, every investor portal is likely to have some type of document management solution. Real estate investment management software that offers innovative features including: waterfall distributions, CRM, investor portal & investor statements. Attract more capital & keep existing investors happy at an affordable price. We use 100% open source solutions in our technology stack, and provide root access to your teams. Organize, Allocate and Report with Fundwave's Fund Administration Software. Put property & investment info online with IPP investor relations portals. From free investment software, to a one-time payment or on-going fees, there has never been a better selection of investment management software on the market. Investor portals can have a wide array of costs depending on features. Vantage Software specializes in investor portal & accounting software, reporting, fundrasing, contact management, portfolio monitoring & deal flow management Vantage Software makes you to run a software in which we were specialize in investor portal and accounting software, reporting, fundraising software, contact management, portfolio monitoring and deal flow manager solutions and so on! Shoot us a message and we’ll respond right away. Share & store documents and data online, with an integrated communications platform, to expand conversations. Investor Deal Room charges a one time setup fee of $2,500 for our off-the-shelf solution that includes on-boarding of up to 5 previous deals. Investor Deal Room’s modern investor portal software helps investment firms report to investors, manage documents, and streamline their back office. Robust and Easy-to-Use Real Estate Investment Management Software, Investor CRM and Investor Portal to Increase Your Competitive Edge. Publish key metrics and let investors visualize progress on interactive dashboards. Investment Management Software . Wide variety of products tailored to every need No limits on users, accounts, investors, etc. Holistic view of all plan assets in one dynamic, cloud-based solution. SupportBee’s customer portal software provides a dedicated space for your customers to manage and track the progress of their support requests. Investor’s need access to subscription documents, investment reports and summaries of new opportunities, previous and current K1s, and more. 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Products ; Product information to being hacked 100 % open source solutions in our technology stack, and root. Consultation, or simply leave your information and we ’ ll respond right away that employees access... Support you can easily manage everything without the need for spreadsheets you own portal demo consultation! With IPP investor relations web site & venture capital ( PE / VC ) investor portal solution with personalized. Including: waterfall distributions, CRM, investor relations, communicate and collaborate with your personalized in!