Investor Access

Comprehensive Investor Portal for Fund Management

Provide your investors with 24/7 access to their portfolio information, statements, tax documents, and account management features through our secure, user-friendly investor portal.

Complete Portfolio Management

Our investor portal provides comprehensive access to all investment information, transaction history, and account management features in one secure, intuitive interface.

Portfolio Overview

Real-time portfolio valuations and performance tracking

Digital Statements

Instant access to all statements and tax documents

Mobile Access

Full mobile compatibility for on-the-go access

Investor Portal Interface

Investor Portal Features

Everything investors need to manage their investments and stay informed about their portfolio performance and transactions.

Portfolio Dashboard

Comprehensive overview of all investments with real-time valuations, performance metrics, and allocation breakdowns.

Real-time portfolio value
Performance tracking
Asset allocation charts

Transaction History

Complete transaction history with detailed records of all investments, redemptions, and corporate actions.

Transaction search & filter
Detailed transaction data
Export capabilities

Digital Documents

Secure access to all statements, tax documents, and fund reports with instant download capabilities.

Annual & quarterly statements
Tax documents (AMIT, etc.)
Fund reports & updates

Account Management

Self-service account management including contact details, bank account information, and communication preferences.

Contact information updates
Bank account management
Communication preferences

Notifications & Alerts

Customizable notifications for corporate actions, distributions, statement availability, and important updates.

Corporate action alerts
Distribution notifications
Statement availability

Online Transactions

Secure online transactions including additional investments, redemptions, and transfer requests.

Additional investments
Redemption requests
Transfer instructions

Designed for Investors

Our investor portal is designed with the end-user in mind, providing an intuitive, accessible experience that makes complex financial information easy to understand and act upon.

Intuitive Navigation

Clean, logical interface design that makes finding information effortless

Mobile Responsive

Full functionality across all devices with optimized mobile experience

Accessibility Compliant

WCAG 2.1 AA compliant design ensuring access for all users

Help & Support

Integrated help system and contact options for immediate assistance

Desktop Portal View
Mobile Portal View

Security & Privacy

Protecting investor data and ensuring privacy is our highest priority. Our portal employs multiple layers of security and privacy protection.

Data Encryption

All data is encrypted in transit and at rest using industry-standard AES-256 encryption.

Multi-Factor Authentication

Additional security layers including SMS, email, and authenticator app verification.

Activity Monitoring

Real-time monitoring of all account activity with automatic alerts for suspicious behavior.

Secure Infrastructure

Australian-hosted secure data centers with 24/7 monitoring and backup systems.

Session Management

Automatic session timeout and secure logout procedures to prevent unauthorized access.

Audit Trails

Complete audit logging of all user activities and system interactions for compliance.

Implementation Options

Choose the implementation approach that best fits your fund management requirements and existing technology infrastructure.

White-Label Solution

Fully customizable portal with your branding and domain

API Integration

Seamless integration with your existing systems and workflows

Cloud Hosting

Secure, scalable cloud infrastructure with 99.9% uptime

Ongoing Support

24/7 technical support and regular platform updates

2-4 Weeks

Implementation Timeline

Unlimited

Investor Accounts

99.9%

Uptime Guarantee

Empower Your Investors

Ready to provide your investors with a premium digital experience? Our investor portal can be customized to match your fund requirements and branding.

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