New Investor Portal

Introducing our Brand New Investor Portal

Exceed investor expectations with investment transparency, attract new capital, and deliver critical communications through a simple, modern portal. We've been hard at work building a brand new portal experience packed with new features, a clean design, and an enhanced user experience.


Designed for the Modern Investor

Keep up with the demands of global, on-the-go investor expectations. The mobile-friendly Investor Portal gives investors quick and easy access to the information they use the most. With a new consolidated view that is accessible from the portal homepage, investors can easily monitor portfolio performance, quickly browse new offerings, and engage with interactive graphs.


Engaging Investment Reporting

Give your investors powerful interactive tools that allow them to easily monitor and track investment performance. With the new portfolio performance feature, your investors can now engage and interact with investment activity across their portfolio of investments and investment profiles, easily charting performance and downloading data for additional analysis.


Communication is Key

Ensuring that your critical investor communications are not buried in an inbox is more important than ever. The Investor Communication feature of the new Investor Portal brings your communication back to the center of attention. Investors now have instant access to all email communication delivered through the IMS platform, allowing them to quickly act on new investment opportunities, document signing notifications, and more.


For more information on how you can take advantage of the new Investor Portal today, please reach out to your Customer Success Manager or email


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