Features

Anytime, anywhere access

No more urgent calls from investors requesting financial reports that require staff to manually consolidate the data.

Investor-specific dashboards

Offer your investors a client-branded portal with visibility into key investment performance metrics, including contributions, distributions, returns, trends and more.

Flexible reporting

Investors can filter report data for a flexible view of their investments, without having to request custom ad hoc reports from your firm.

Transparency

With drill-down capabilities into property-level analytics, investors get full transparency into fund data and performance.

Give your investors complete visibility into their investments

Investors need accurate and timely transparency into their real estate investment positions. Investor Connect offers a secure web-based portal for investment managers to provide on-demand access to investors, prospects and other stakeholders. From portfolio insights to property-level details, Investor Connect helps attract new investors and build current investor confidence with streamlined, comprehensive investment analysis and report distribution. With support for all asset classes and investment structures, Investor Connect eliminates manual data entry and frees your staff to focus on business-critical initiatives.

Advantages

  • Increase investor confidence with timely access to investment performance.

  • Attract prospective investors with a comprehensive investor relations portal.

  • Eliminate repetitive, manual processes and deliver information to investors faster.

  • Gain valuable insight into investors’ adoption and usage to improve client satisfaction.

  • Increase visibility of portfolio including property-level details to provide broader insights.

  • Tailor access to specific investor needs including supporting documentation.

Watch the video

See how Investor Connect and Investment Accounting work together to streamline your data.

Resources

Find out more

If you would like to find out more about our Investor Connect software, please get in touch today.