Investor Portal
The unified command center for digital investors - insights, performance analytics, institutional security, and a seamless user experience.
The Barriers Investor Portal Breaks
Power the Complete Digital Investment Journey
STEP 1
Discover
STEP 2
Invest
STEP 3
Track
STEP 4
Report
STEP 5
Distribute
STEP 6
Profit
Marketplace & Discovery Engine
A branded marketplace for your offerings.- Card-based layout with live filtering (asset class, yield, jurisdiction).
- Detailed asset pages to showcase your financial data, diligence, and offering documents.
- Integrated comparison tools and watchlists to drive investor engagement.
Simplify investment discovery and accelerate your capital raise.Account & Security Engine
Automated, compliant investor onboarding.- Unified onboarding with instant KYC/AML & accreditation checks.
- Multi-Factor Authentication (MFA) + biometric gating for all investor accounts.
- Plaid integration for secure, instant bank linking and funding.
Secure investor identity, protect funds, and enable smooth, compliant funding flows for your offerings.Portfolio & Analytics Command Center
Empower your investors to go from a high-level summary to deep-dive analytics.- At-a-glance KPI widgets: Total value, earnings, and portfolio allocation.
- Interactive performance charts: IRR, value over time, and benchmark comparisons.
- Asset-level analysis with real-time valuation and performance data.
Lets investors instantly understand their portfolio health, building confidence and reducing your support load.Document Center & Reporting Vault
Total transparency, zero friction.- A secure, centralized vault for all agreements, statements, and tax forms.
- Allows investors to filter documents by asset or type (legal, tax, reports).
- Full encrypted audit trail of every file access and update for compliance.
Build institutional trust with your investors through transparent, auditable recordkeeping.Distribution & Income Engine
Automated income, delivered directly to investors.- Dedicated income tracker for all paid and pending distributions.
- Automated on-chain and off-chain distributions for dividends, interest, or returns.
- Clear summary and history of all income received by asset.
Allows investors to receive, track, and manage their passive income with zero manual effort.Liquidity & Tokenization Engine
Digital ownership, ready for future liquidity.- Tokenization module turns your compliant securities into digital assets.
- Smart contracts represent investor ownership and sync with compliance data.
- Ready for integration with registered ATSs for future secondary trading.
Unlock the path to future liquidity, giving your investors a clear path to realize returns.
Ready to elevate your investor experience?
Let’s discuss how Investor Portal brings clarity, control, and confidence to your tokenized offerings.
