Let your investors access the information they need
Your investors can easily log into your investor portal to view their portfolio of investments, financial transactions, documents & reports. With Google Login or Facebook Login, they are always one click away from the investor portal software with their mobile device or laptop web browser whenever they want.
Access financial transactions
Investors can view all capital contributions & distributions associated with their investments within the investor portal software. They can click on distributions to see additional information, like tax withholding & adjustments you’ve added.
If you use Online Distribution Payments, they can even see the live status of their pending distribution, as well as the exact transaction fees, currency exchange (if applicable) and net amount they should receive to their bank account via ACH debit.
View shared documents
Upload documents to the investor portal so your investors can view them securely and in the context of their investment. Keeping K1s, agreements & financial statements all in a single location will help you avoid unnecessary communications.