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InvestorPortaLPro

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Overview

InvestorPortaLPro 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

InvestorPortaLPro
InvestorPortaLPro

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Pricing

Pricing available upon request

About InvestorPortaLPro

InvestorPortaLPro is a web-based investment management software designed to help public and private equity fund managers communicate with investors, share files and documents and generate reports. Key features include client management, performance metrics, compliance reporting, fund management, investments tracking and order management.

Real estate firms using InvestorPortaLPro can streamline deal management, GIS property mapping, customer relationship management and investment reporting. The hedge fund investor portal enables teams to customize the solution with company logo, colors and themes to establish brand identity with clients. Additionally, it uses mobile-first technology that allows staff members to access the application from any device across multiple locations.

InvestorPortaLPro assists businesses with the deployment of documents from an online portal, improving communication with existing and prospective investors. It also allows fund administrators to integrate the system with several in-house and third-party accounting applications such as FrontGP, AdvisorWare, FrontInvest, Investran, Geneva and more.

InvestorPortaLPro Screenshots

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InvestorPortaLPro Pricing and Plans

Free Trial
Free Version

Basic

Pricing available upon request

No plan information available

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    InvestorPortaLPro Features

    • Popular features found in Financial Reporting
      Bank Reconciliation
      Billing & Invoicing
      Cash Management
      Consolidation/Roll-Up
      Data Import/Export
      Expense Tracking
      Financial Analysis
      Multi-Currency
      Reporting/Analytics
    • More features of InvestorPortaLPro
      Access Controls/Permissions
      Accounting
      Activity Dashboard
      Alerts/Notifications
      API
      Audit Trail
      Client Management
      Client Portal
      Compliance Management
      Compliance Tracking
      Customizable Reports
      Data Visualization
      For Investment Advisors
      Fund Management
      General Ledger
      Income & Balance Sheet
      Investments Tracking
      Mobile Access
      Multi-Company
      Order Management
      Performance Metrics
      Profit/Loss Statement
      Third-Party Integrations
      Visual Analytics

    InvestorPortaLPro Integrations

    Microsoft Outlook
    Microsoft Outlook
    Google Drive
    Google Drive
    OneDrive
    OneDrive
    Docusign
    Docusign
    Microsoft Azure
    Microsoft Azure
    QuickBooks Online
    QuickBooks Online

    See all 10 integrations

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    Ratings Breakdown

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