Access granted. Securely. Effortlessly.
The Investor/LP Portal gives your investors secure, 24 x 7 access to fund information.
|Our responsive Investor/LP Portal
Investors simply log-in to their account, pick a fund, and then choose what types of documents to access.
Populating the portal is a breeze. Right from the Fund Administration application, you can:
- Post capital call and distribution letters using the mail merge wizard
- Filesplit K-1s
- Generate quarterlies with the quarterly report wizard
Say goodbye to uploading spreadsheets to your portal!
Finally, you can brand the Investor/LP Portal to reflect your firm's unique identity.
|| in the
Relevant EquityWorks platform
Looking to save even more time? Check-out a Relevant EquityWorks platform to drive efficiency throughout your entire firm.