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 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.
Transaction History
Complete transaction history with detailed records of all investments, redemptions, and corporate actions.
Digital Documents
Secure access to all statements, tax documents, and fund reports with instant download capabilities.
Account Management
Self-service account management including contact details, bank account information, and communication preferences.
Notifications & Alerts
Customizable notifications for corporate actions, distributions, statement availability, and important updates.
Online Transactions
Secure online transactions including additional investments, redemptions, and transfer requests.
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


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.
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.