at Financial Technnology Year
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Limited Partner (LP) Portals for Fund Management
Secure platforms providing fund investors with real-time visibility into fund performance, capital account statements, and portfolio company updates.
Other Fund Management
A secure online platform providing Limited Partners access to investment information, performance metrics, and communication tools with fund managers. It features customizable dashboards, document storage, and real-time reporting capabilities.
InvestorFlow's Investor Portal offers comprehensive insights for LPs into fund performance, real-time financial reporting, and a user-friendly interface for accessing fund documents.
iLEVEL LP Portal
By: iLevel Solutions
https://www.ilevelsolutions.com/solutions/limited-partner-portal/
By: iLevel Solutions
https://www.ilevelsolutions.com/solutions/limited-partner-portal/
Enables fund managers to share information securely and efficiently with limited partners, including capital calls, distributions, quarterly reports, statements, and data rooms. Offers customizable dashboards, real-time performance metrics, and document management.
Allows secure distribution of investment reports, performance analytics, and communication to LPs. Customizable branding, integrated document vaults, automation of notices and workflow, and data visualization capabilities.
An investor portal offering LPs real-time access to fund documents, statements, and performance data. Provides two-way secure document sharing, notifications, customizable reporting, and integration with Altvia CRM.
FIS Investor Portal
By: FIS Global
https://www.fisglobal.com/en/solutions/investment-and-asset-management/fund-administration
By: FIS Global
https://www.fisglobal.com/en/solutions/investment-and-asset-management/fund-administration
Enables GPs to deliver documents, performance data, and communications to LPs via a secure, customizable platform. Features include self-service tools for LPs, workflow automation, real-time updates, and integration with FIS fund administration services.
Portfolio performance tracking, document sharing, investor communication tools, cap table management, reporting automation, and compliance monitoring.
Private Disclosure Investor Portal
By: Private Disclosure
https://www.privatedisclosure.com/solutions/investor-portal
By: Private Disclosure
https://www.privatedisclosure.com/solutions/investor-portal
Secure document distribution, customizable portals, automated reporting, capital call management, e-signature capabilities, activity tracking, and analytics dashboards.
Secure online access for LPs to view reports, statements, NAV, capital activity, and fund communications. Self-service features, document vaults, custom branding, and notification automation.