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Investor Portal

Investor Portal

Investor Portal

Our Investor Portal is a centralized platform for all investor communications and reporting. It provides powerful communication and reporting tools with a feature-rich email client to send periodic investor-specific communication. It also serves as a repository with robust access control for all investor documents.

We also offer a white-labelled solution to suit your requirements.

Investor Portal

Quick and Easy Investor Communication

Use the powerful mail merge tool for email communication with investors. Choose recipients and preview mails before dispatch and track the entire communication history for each investor.

Flexible Investor Reporting Setup

Use the centralised repository with a configurable folder structure to address all investor reporting requirements. Search, upload, and store investor-specific reports. The extensive access control mechanism facilitates secure investor access.

Centralised Repository for all Investor Documents

Use the central repository for investors to access all the documents, whether funds or investor-specific. Auto-allocate documents to multiple investors and also set up global access documents made available to all the investors.

Analytics & Reports

Generate comprehensive reports, such as User Activity Log, Fund Document List, and Document View Report.

Our Solutions

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Productivity Multipliers