InvestorPortaLPro

United States HQFounded 2016

Deployment

WindowsMacLinux

Best for

Medium

Overview

About InvestorPortaLPro

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.

At a glance

Software information

Industries served, licensing and the support InvestorPortaLPro provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English
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Capabilities

InvestorPortaLPro features

The full feature set, grouped by module.

Stock Portfolio Management Software

  • Data Warehousing
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis

Investment Management Software

  • Asset Management
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

Plans

InvestorPortaLPro pricing

Price Type
Year
Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)
Standard$249 / year

Media

Screenshots & video

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