The Products You Need to Scale AUM

Start with CRE Investment Core and bolt together the products you need to grow your business.

Pricing

CRE Investment Core

investor portal software pricing

$100 per month


investor portal software pricing

Required base product includes

Fundraising
Investor Profiles
LP / Investor Position Mgmt.
Integrated E-Signature Technology

  • Investor Position Management
  • Distribution Notices
  • Track Ownership
  • Investor Management

Premium Products

POPULAR

icn distributions

$75 asset / month


Distribution Payments

  • Complete Online Distributions
  • NO domestic transaction Fees
  • Pro-Rata Calculations
  • Tax Withholding
  • Investor Distribution Notification
  • Payment Compliance
  • Domestic Distributions
  • International Distributions
  • Reconciliation
  • Distribution Adjustments
  • Distribution Import

icn investor relations

$35 asset / month

or $135 per fund per month


Investor Relations

  • Performance Reporting
  • Document Management and Sharing
  • Investor Insights 
  • Integrated E-signature
  • Document Access Rights
  • Documents Folders
  • Pictures & Videos
  • Structured Reports

Transactional Fees

investor portal software pricing

ACH distribution payment Free
Receive capital call payment Free
Cross border distribution payment $15*
FedWire distribution payment $5*
Currency exchange rate variable*
Escrow account $2500

Talk to sales to learn more about fees in other currencies and currency exchange.

*Distribution fees and exchange rates are borne by the recipient.

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