Investor/LP Portal

 

Access granted. Securely. Effortlessly.


The Investor/LP Portal gives your investors secure, 24 x 7 access to fund information.

 

Relevant EquityWorks - Investor/LP Portal
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.

Relevant EquityWorks - Investor/LP Portal See where it fits in the
Relevant EquityWorks platform

 

Looking to save even more time? Check-out a Relevant EquityWorks platform to drive efficiency throughout your entire firm.

 

Ready to learn more? Let us show you how.