As the world becomes more digitalized, investors want immediate access to information. A reliable investor portal gives regular access to documents, portfolio performance data, and even news. It also helps streamline reports, replace spreadsheets, and let team members communicate more effectively by replacing long emails chains.
Investor portal software should be adaptable which allows commercial real estate companies to build a customized portal that looks like a natural extension of their website. This promotes professionalism and gives the impression to potential clients that the firm is well-informed. The best software for investor portals also comes with advanced security measures to protect financial information that is sensitive. It must be ISO/IEC 27001 certified, and provide a secure two-step verification intralinks investor portal comprehensive review login for its website and portal.
The investor portal should be user-friendly with an intuitive interface. It should present the most important financial information in a logical and easy manner. For instance, it could display the total distribution and investment amounts, along with a summary of the investment positions. Investors should also be able to look up their asset valuation details as well as loan balances. It should contain a list of properties that include descriptions, photos and locations, with an easy-to read graph of the total loan amount.
The investor portal must include features that will help GPs manage investor relationships. It should let GPs track which investors accessed their information and when. This could be helpful in identifying early investment intentions. It is also expected to connect with external services like DocuSign for e-signatures.