Investor Portal Software Solutions

InvestorPortaLPro investor portal software is built for private equity, hedge fund, real estate, fund administrator, public investor relations, legal teams, and venture capital firms, investors, and people to easily find documents, data, and reports. There are many reasons to choose InvestorPortaLPro for your investor portal platforms. We give people a personalized & tailored experience, which is specific to their unique financial picture. Connect & visualize key data such as interactions and use them to make decisions more effectively throughout your partnership. Share & store documents and data online, with an integrated communications platform, to expand conversations. Contact us today for a demo of our solutions, and see the IPP difference for yourself.
InvestmentPro
2016
United States
1 Industry
1 Language
Industries
  • Investment-management
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

InvestorPortaLPro Core Features

Focus of Stock Portfolio Management Feature
  • Data Warehousing
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
Focus of Investment Management Feature
  • Asset Management
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

InvestorPortaLPro Pricing

Pricing Type
  • Flat Rate
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based
Plans & Packages
Standard
$249 Per Year

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