---
description: Review of InvestorPortaLPro Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: InvestorPortaLPro | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [InvestorPortaLPro](/software/118909/investorportalpro)

# InvestorPortaLPro

Canonical: https://www.softwareadvice.co.uk/software/118909/investorportalpro

> InvestorPortaLPro is a web-based investment management software designed to help public and private equity fund managers communicate with investors, share files and documents and generate reports. Key features include client management, performance metrics, compliance reporting, fund management, investments tracking and order management.


Real estate firms using InvestorPortaLPro can streamline deal management, GIS property mapping, customer relationship management and investment reporting. The hedge fund investor portal enables teams to customize the solution with company logo, colors and themes to establish brand identity with clients. Additionally, it uses mobile-first technology that allows staff members to access the application from any device across multiple locations. 


InvestorPortaLPro assists businesses with the deployment of documents from an online portal, improving communication with existing and prospective investors. It also allows fund administrators to integrate the system with several in-house and third-party accounting applications such as FrontGP, AdvisorWare, FrontInvest, Investran, Geneva and more.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: InvestorPortaLPro
- **Founded**: 2016

## Commercial Context

- **Pricing model**: Per User (Free version available)
- **Pricing Details**: Contact InvestorPortaLPro directly for pricing information
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Alerts/Notifications
- Audit Trail
- Cash Management
- Client Management
- Client Portal
- Compliance Management
- Compliance Tracking
- Consolidation/Roll-Up
- Customisable Reports
- Data Import/Export
- Data Visualisation
- For Investment Advisors
- Fund Management
- General Ledger
- Income & Balance Sheet
- Investments Tracking

## Integrations (10 total)

- Box
- Docusign
- Dropbox Business
- Google Drive
- HubSpot CRM
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- OneDrive
- QuickBooks Online

## Support Options

- Email/Help Desk
- FAQs/Forum
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [Financial Reporting Software](https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.uk/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.co.uk/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [First Rate Vantage](https://www.softwareadvice.co.uk/software/373670/vantage-software) — 4.9/5 (18 reviews)
4. [WOWS Investment Portal](https://www.softwareadvice.co.uk/software/430406/wows-invest) — 4.7/5 (97 reviews)
5. [Avestor](https://www.softwareadvice.co.uk/software/523559/Avestor) — 5.0/5 (8 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/118909/investorportalpro)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/accounting/investorportalpro-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/118909/investorportalpro> |
| en-GB | <https://www.softwareadvice.co.uk/software/118909/investorportalpro> |
| en-IE | <https://www.softwareadvice.ie/software/118909/investorportalpro> |
| en-NZ | <https://www.softwareadvice.co.nz/software/118909/investorportalpro> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.uk/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"InvestorPortaLPro","description":"InvestorPortaLPro is a web-based investment management software designed to help public and private equity fund managers communicate with investors, share files and documents and generate reports. Key features include client management, performance metrics, compliance reporting, fund management, investments tracking and order management.\n\n\nReal estate firms using InvestorPortaLPro can streamline deal management, GIS property mapping, customer relationship management and investment reporting. The hedge fund investor portal enables teams to customize the solution with company logo, colors and themes to establish brand identity with clients. Additionally, it uses mobile-first technology that allows staff members to access the application from any device across multiple locations. \n\n\nInvestorPortaLPro assists businesses with the deployment of documents from an online portal, improving communication with existing and prospective investors. It also allows fund administrators to integrate the system with several in-house and third-party accounting applications such as FrontGP, AdvisorWare, FrontInvest, Investran, Geneva and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/2ec5f941-6bf4-4d3e-92a8-171a866e0376.png","url":"https://www.softwareadvice.co.uk/software/118909/investorportalpro","@id":"https://www.softwareadvice.co.uk/software/118909/investorportalpro#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"applicationCategory":"BusinessApplication","operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.co.uk/software/118909/investorportalpro#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/4566/investment-management/software","@type":"ListItem"},{"name":"InvestorPortaLPro","position":3,"item":"/software/118909/investorportalpro","@type":"ListItem"}]}]}
</script>