Home / Solutions / Investor Portal

Investor Portal

Combine configurable dashboards with secure document sharing in an all-in-one investor portal software solution

Get Started

Getting LPs the information they need

Allvue System’s Investor Portal software solution combines the best of all worlds: highly configurable, feature-rich dashboards, the ability to securely share documents (statements, K-1s, notices), and tools to allow your LPs to update their information right in the system. Keep investors happy with an investment portal solution suite that offers downloadable data, portfolio company information, cash flow analysis, documents and more.

See how we help early-stage VC and PE firms improve investor communications

Discover Allvue’s Equity Essentials Solution Sets

Features & Benefits

Present a fully branded experience with customizable colors, logos and graphics

Access an LP community over 90,000 strong, including some of the world’s leading Endowments, Foundations, Pensions and Institutional Consultants

Allow investors to securely update bank instructions, FATCA and communication preferences right in the system

Monitor how and when your investors are accessing information

An easy-to-use communication grid allows LPs to designate who gets what

Intuitive, highly configurable dashboards put the right data at your fingertips

Our Technology

Built within Microsoft’s enterprise framework, Allvue’s Investor Portal solution leverages Microsoft SharePoint and Azure with a multi-layered security stack provided across physical datacenters, infrastructure, and operations. Allvue aligns with industry-specific compliance standards, such as SOC1 and SOC2.

You may also be interested in:

3 Ways Allvue Helps Meet Your LPs’ Evolving Needs

Jan 7, 2022

Allan Parks

Product Manager, Fund Performance & Portfolio Monitoring Solutions

Between 2010 and 2020, alternative investments skyrocketed in popularity, with private markets ultimately seeing AUM more than double within the decade. In that time, [...]

Read More

Equity

What Does the Future of LP Reporting Look Like?

Feb 24, 2022

Like most industries, correspondence from fund managers has evolved over the last three decades, from fat envelopes carried by the USPS to email replete [...]

Read More

Equity

K-1 Reporting for GPs – From Paper to Portal

Aug 19, 2022

Kimberly Kale

Head of Product - Back Office

K-1 reporting is a mission-critical hassle. Whether the markets go your way or turn in strange directions, LPs need accurate reports and the IRS [...]

Read More
k-1 statement

Credit, Equity

ajax loader

Request a demo

Two screen grabs of Limited Partner Portfolio Management software, containing two pie charts and four bar graphs