As the world becomes increasingly digitized, investors expect instant access to information. A good investor portal provides regular access to documents such as portfolio performance data, and news. It can also streamline reports, replace spreadsheets and let team members communicate more effectively by replacing long emails chains.
Portals for investors should be able to be customized. This will allow commercial real estate companies to build the appearance of a portal an extension of their existing website. This promotes professionalism and conveys to customers that the company is well-informed. The most effective software for investor portals includes advanced security measures that protect sensitive financial information. It should be ISO/IEC 27001 certified, and offer a secure 2-step verification for logins to its website and portal.
The investor portal must be easy to use with an user-friendly interface. It should showcase the most important financial data in a clear and organized manner. It should, for instance, display the total investment amounts and distributions along with an overview of investments. Investors should https://www.webskillspro.net/intralinks-investor-portal-comprehensive-review/ be able view details of their loan balances and valuations of assets. It should also provide a list of properties with their descriptions, photographs and places, and an easy-to-read graph of the total value of the loan.
The investor portal must have features that help GPs manage their investor relationships. It should allow GPs to track which investors have access to the information they’ve posted and when, which could be useful in identifying investment plans early. It will also be able to connect to external services like DocuSign to enable electronic signatures.