Best Investor Portal Software will be described in this article. A strong investor portal application can be a useful tool for streamlining reports, replacing spreadsheets, and improving communication over protracted emails.
Top 5 Best Investor Portal Software In 2023
Top 5 Best Investor Portal Software are explained here.
1. Softr
Using the no-code Softr platform, you may create internal tools and client portals, including investor portals. The investor portal template will help you get going quickly.
Reporting Features
With Softr, you can create pages and add any type of material. Charts and tables are only a couple of the pre-made design elements and building blocks you can utilize on your pages. This enables you to mix text pages with other chart pages to create report pages.
With user groups, you may choose which users can access which pages. By doing so, you can choose between investors, administrators, and other groups like users connected to a certain project. Generally, you can add custom pages and choose which users can view them to report on any information you like using prebuilt pages.
Portfolio analysis
List blocks are available for use in displaying data. These blocks may have search fields and filters. They can be used to display businesses.
The following techniques can be used to list teams and financing rounds:
Dashboards allow your investors to view both basic information about investments and details about their personal portfolios.
Individual communication
To store documents and enable investor interaction with your investor portal, you can design a unique CRM module. To manage e-signatures, you can connect with outside services like DocuSign. Additionally, you may use Airtable automations or webhooks to send individual emails to users. You can use these automations to notify people via email whenever a new record is created. As a result, all you require to accomplish is link a database that uses Airtable’s automation to the Softr form you use to create email messages. Also check JioFi Alternatives
Pricing
- There are five different plans offered by Softr. Building an investor portal for up to 5 internal users or 100 external customers is feasible with the Free plan.
- You can operate the Basic plan, which costs $49 per month, with 10 internal or external users. You can also utilize custom domains, embed the app in your website, and use custom CSS/JS code with the Basic plan.
- You can utilize the Professional plan, which costs $139 per month, with 50 internal or 5,000 external users. It also contains other blocks, like the kanban, inbox, and calendar block.
- You can choose the $269/month Business plan for either 100 internal users or 10,000 external users. It features mobile apps (PWA) that may be downloaded as well as the timeline and organizational chart blocks.
- Custom SSO (SAML, OpenID), security audits, and team training are all included in the Enterprise package, which has individual pricing.
The Verdict
Pros
- Free offer
- Unlimited pages of material that can be customized
- Simple to begin with templates
- Can be utilized outside of investor portals by building custom CRM features, custom deal management, and other apps as desired.
Cons
- Because there isn’t a native email feature, you must use Airtable’s automation or other methods (like webhooks) to send emails.
- Since there isn’t a native scheduling mechanism, you must use third-party applications (like Airtable and Zapier) to schedule reports.
- The ideal choice is Softr if you wish to change pages or add new features to your investor portal, such a CRM.
- It’s a cost-effective choice because you can use it to create your investor portal and other tools, whereas the alternatives would cost hundreds or even thousands more per month for each of these services.
2. Appfolio investment management – investor portal
The Appfolio corporation has a division called Appfolio Investment Management. Investor portals, CRM, investment management, and a data aggregator are among the instruments for investment management that are offered. Although it is geared at real estate investment, it can also be employed to other types of investment.
Reporting Features
- You may create investor dashboards and investor portals. You can publish general portfolio information, such as summaries, charts, and KPIs, on these dashboards.
- Your investors can receive updates. There are several use cases for communicating updates about development and renovations because of its real estate specialization.
- Additionally, the Appfolio platform offers ways to sell fresh investment opportunities to investors.
- Investors will only view information pertaining to their own portfolios due to a lack of precise user access control, but you can develop pages or other components for a certain user group.
Portfolio analysis
The portfolio reports are particularly effective in that they are geared for real estate investing. Investors can view information about new products as well as their present earnings, properties, and tax documents. Also check Rytr Alternatives
Individual communication
There is no way to communicate with or share information with a specific investor using the Appfolio Investor Portal. They do, however, offer a CRM that can be utilized to meet these objectives. With their CRM, you can keep track of contacts, share documents, send emails, and arrange information about each investment. This is another Investor Portal Software.
Pricing
Your portfolio size affects how much Appfolio costs. There is no details on how broadly it can go up from the starting monthly rate of $700. The investor portal, the CRM, the investment manager, and the data conversion service are all included in this pricing. Therefore, it is not $700 a month for the investor portal alone.
The Verdict
Pros
- Suitable for investing in real estate
- Pulling data from integrated external tools about investments and properties
Cons
- Lack of fine-grained user access control
- Relies on other technologies, such as the CRM, for a large portion of the task
- There is only the dashboard and no other means to create custom pages.
- Appfolio is a fantastic choice if you are a real estate investor and don’t need investor profiles.
- With no-code, boost your investor portal’s performance.
- With a few clicks, you can fast create a completely unique investor portal with whatever features you choose.
3. Backstop Investor Portal
In addition to a CRM, accounting tools, portfolio management tools, transaction management tools, and an investor portal, Backstop offers a wide range of products to investors. As a result, you can operate it to manage your portfolio and investor interactions in addition to reporting to investors.
Reporting features
You are able to give investors access to a safe account through the investor portal. Reports can be published with fine-grained user access controls, allowing users to see only the information you specify. The dashboards can be filtered by users to show only the information they want to view. Investors can engage with the filters that are specific to each component of the chart.
You may trace downloads and upload common documents. You can also add watermarks and manage who can access these papers. You can label documents as view-only to prevent certain user groups from downloading them. To create automatic reports and visualizations, you can link to external sources or import data from spreadsheets.
Portfolio analysis
You can notify investors about your portfolio, businesses, and deals. You can also communicate with outside data sources, report on market analyses, and keep tabs on funding possibilities. Investors can view their portfolio data by using dashboards or looking up company profiles thanks to this.
Individual communication
To manage all of your investor relations, Backstop includes a variety of tools. Using their CRM, which is coupled with the investor portal, you may manage specific investor profiles. You can keep track of every correspondence with each individual investor thanks to this. Custom fields can also be used to further enhance investor profiles. Backstop syncs with your calendar to prompt you to complete CRM tasks like following up on proposals or contacting investors.
Pricing
Backstop doesn’t disclose its prices to the general public.
The Verdict
Pros
- Investors can use interactive charts.
- Granular management over user access
- Tools for finance management, portfolio management, CRM, and accounting that are complementary
- Including external tool integration
Cons
- There is no available pricing information
- The setup procedure is rather difficult.
Focused on investing enterprises with US bases, hence the transactions structure may be strange for other nations Their investor portal is a wonderful choice if you run a US-based investment firm and wish to use additional Backstop solutions. However, the pricing is unclear, so you’d need to get them to discover out how much it costs to use the investor portal and other resources. This is another Investor Portal Software.
4. Dynamo Investor Portal
A variety of products for investor interactions, investor portals, CRMs, and other uses are offered by Dynamo.
Reporting features
You can create a unique investor portal that features your company’s identity. You may onboard new investors using this platform by gathering the necessary paperwork and integrating DocuSign. Once everything is set up, your investors can access the dashboard. In order to get the precise data they need, investors can filter through the charts and tables.nInvestors can set their notification options, receive automated reports incorporating data from other sources like the Dynamo CRM, and create custom reports on their own.
Portfolio analysis
- On the investor portal, investors can access investor relations and deal management tools as well as information about their portfolio.
- Dynamo can be integrated with other tools to gather data from many sources and produce precise KPIS.
- Analysis of the Dynamo Investor Portal Portfolio
- You can view specific deals and portfolio information.
- Analysis of the Dynamo Investor Portal Portfolio
- The following properties can be seen on a map if you have real estate investments:
- Analysis of the Dynamo Investor Portal Portfolio
- Additionally, investors can examine each property in-depth on their personal page:
Individual Communication
To communicate with investors personally, you can utilize the Dynamo CRM along with the Investor Portal. There are alternatives for gathering paper documents, e-signatures, and direct communication with investors. Additionally, you can transmit and receive data from Dynamo using your own email client that is connected with it.
Pricing
Dynamo doesn’t disclose pricing information to the general public.
The Verdict
Pros
- CRM
- Powerful tools for data collection and processing
- Tools for managing deals
Cons
The dashboards and downloads on the investor portal are your only options because there is no ability to construct custom pages there. Another choice that functions effectively in its environment is the Dynamo Investor Portal. It’s a wonderful alternative if you want to use their CRM, data enrichment tools, and deal management capabilities. It might be deficient in some capabilities offered by others on our list if you intend to use it as a stand-alone investor site.
5. Fundwave Investor Portal
Software for investor portals is offered by Fundwave. You can use their tools for deal management, fund administration, and portfolio management in addition to the investor site. This is another Investor Portal Software. Also check Webflow Alternatives
Reporting features
- Dashboards that function well on desktop and mobile platforms can be made. When investors log in, they view the dashboard.
- However, there are no pages that serve all purposes. As a result, communicating with investors in bulk or sharing updates and news is difficult.
- You may create analytics reports and notify people about documents. Documents could be used to distribute broad news.
- A message is made available on their web and you can choose which investors you want to see it.
Portfolio analysis
Investors can see the charts and dashboards by logging into the portal. The metrics and time periods you want to publish can be chosen. You can schedule a report, and Fundwave will produce the metrics for that time frame. The Fundwave Fund Administration tool may be an excellent choice if you need sophisticated reporting tools. With cap tables and thorough dashboards, it goes beyond the reporting provided by the investor portal.
Individual Communication
To communicate with investors one-on-one, use the document-sharing facility. With the Foundwave site, you may share papers and use DocuSign to sign them.
Pricing
- All plans at Foundwave provide a 7-day trial period. There are 4 different plans available, and the cost counters according to the plan and the amount of funds you have.
- The Micro plan has a monthly fund cost of $250. You can sign up up to 25 investors, with a maximum commitment of $500,000.
- The Seed plan costs $400 per fund every month. It allows for an unlimited commitment from up to 50 investors. With DocuSign, you may add team members as investors and sign documents.
- The Growth plan is $500 per fund every month. It supports a maximum of 100 investors. Granular access for team members, configurable color schemes, and custom fields are all supported.
- The monthly cost for the Large plan is $800 per fund. 250 investors may be registered, your own domain may be used, and shared mails and API access are all provided.
The Verdict
Pros
- Rapid setup
- Uncomplicated pricing
- Free test
- Access to API
- Direct email capabilities
Cons
- If you have a bunch of banknotes to handle, it will be pricey.
- Since there are no user groups, managing a large number of investors becomes challenging.
- The dashboards have relatively little interaction.
- Other than the reports and notices/downloads, there is no way to add custom pages.
- For individuals with a single fund and few users, Fundwave is a perfect alternative.
- It’s difficult to justify the price rise when compared to other solutions on this list if you have an excessive amount of money.
Since there are no user groups, managing a large user base becomes challenging. With Fundwave, it becomes quite error-prone when there are tens or hundreds of users because you must use checkboxes to select users for reports and alerts.
Frequently asked questions about investor portal
With a few clicks, you can fast create a completely unique investor portal with whatever features you choose.
- What distinguishes an investor CRM from an investor portal?
- Shared documents in an investor portal are they secure?
