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Investor Portal
Improve client service by providing secure online access to investor-related materials, ensuring efficient data handling
Instant access to vital data
Use FundCount’s Portal for centralized client-data management. Access key documents swiftly and utilize dashboards for insights, driving informed investment choices.
Safety and traceability
Track activities with the Investor Portal’s audit trail. Use digital signing for quick approvals and online record-keeping. Secure data with high-end encryption and optional private cloud use.
Seamless system integration
Integrate the Investor Portal seamlessly with FundCount’s back-office accounting. Adopt a multi-tiered approval for data precision. The Portal can sync with any data source, enabling bidirectional investment communication.
Personalized for investor requirements
Provide tailored information promptly. Automate sending allocations and statements to investors. Create device-friendly reports, share via email or a custom site, and tailor communications to investor preferences.
Request a Live Demo
See FundCount’s integrated accounting and reporting solution in action!