Investor Portal and Dashboard

Our modern investor portal and dashboard offer mobile-friendly access, ensuring continuous visibility for your business.

Investors can track investments, distributions and updates, all on a single page.

White-labeled Investor Portal

Put investor minds at ease by letting them see and filter their distributions by investment, entity, and date.

New Offerings

Invite investors and prospects to be a part of your newer investments, by making it easier than ever to participate.

Self Serving Tools

Provide investors with self-serving tools to reduce your team's workload and put their minds at ease.

Curated View

Streamlined view of user’s investments grouped by entity.
Plus ability to change viewing options and filter documents in multiple ways.