Investors expect to have real-time information available as the world becomes increasingly digitalized. A reliable investor portal gives regular access to documents and portfolio performance information, and even news. It also helps streamline reports, replaces spreadsheets and enables team members to communicate efficiently and effectively, replacing long email chains.
Software for investor portals should be able to be customized. This will allow commercial real estate firms to build a portal that looks as an https://webskillspro.net/intralinks-investor-portal-comprehensive-review/ extension of their existing website. This promotes professionalism and creates the impression that the company’s clients are well-informed. The most effective investor portal software also has advanced security features to protect financial information that is sensitive. It must be ISO/IEC 27001 certified, and have a secure 2-step verification login for its portal and website.
The investor portal should be simple to navigate, and have an easy-to-use interface. It should display the most important financial information in a logical and easy manner. For example, it should show the total investment and distribution amounts, as well as a summary of investment positions. It should also allow investors to see their asset valuation details as well as balances on loans. It should also provide a list of the properties with their descriptions, photographs and locations, as well as an easy-to read graph of the total loan value.
The investor portal should contain features that can help GPs manage their investor relationships. It should permit GPs to keep track of which investors have accessed the information they’ve published and when, which can aid in identifying investment intentions early. It can also connect to external services like DocuSign for e-signatures.