As the world becomes more digital, investors are expecting real-time information at their fingertips. A good investor portal will provide regular access to documents, portfolio performance data, and even news. It also streamlines reports that replace spreadsheets, and allows team members to work efficiently, replacing long email chains.

The software for investor portals must be able to be customized. This will give commercial real estate companies the ability to design the appearance of a portal like an extension of their existing website. This is a sign of professionalism and creates an impression that the company’s clients are well-informed. The best software for investor portals offers advanced security measures to safeguard sensitive financial data. It should be ISO/IEC 27001-certified and provide the security of a two-step login for its website and portal.

The investor portal should be simple to navigate, with an easy-to-use interface. It should present the most important financial data in a simple and organized way. For example, it should show the total investment and distribution amounts as intralinks investor portal comprehensive review well as a list of the investment positions. Investors should be able look up the details of their loan balances and valuations of assets. It should provide a list of the properties that include descriptions, photos and locations, as well as an easy-to-read graph of the total loan amount.

The investor portal should include features that help GPs manage relationships with investors. It should allow GPs to track which investors have accessed information they’ve published and when, which could be useful in identifying investment plans early. It should be able connect to external services such as DocuSign to enable electronic signatures.