Alternative investments, such as private equity, private debt, and real estate, can be complex and illiquid, making it difficult for investors to obtain timely and accurate information about their investments. Without access to timely and accurate information, investors may be unable to identify potential issues or risks associated with their investments, such as changes in the market or liquidity concerns. This can increase the risk of investment losses and limit the ability of investors to make informed decisions about their overall portfolio.
As such, investors have put increased pressure on GPs and asset managers to provide greater transparency into investment details. However, asset managers have struggled to keep pace with the increase in demand for more frequent reporting and custom reporting requests.
The Investor Portal helps break down the transparency challenges in alternative investments. By streamlining reporting processes and providing a centralized platform for on-demand data and insights, asset managers can deliver tailored reports to investors in a more efficient and timely manner. The Investor Portal is used in conjunction with CRM; this solution pairing can be used with or without Alter Domus Fund Administration services.
The dashboard features provide investors with a holistic view of their investments and the data. Integrations with Alter Domus' accounting systems ensure that the data displayed to investors is accurate and consistent with the source system. This level of transparency and accuracy can improve overall investor confidence, as well as strengthen the trust between investors and asset managers. By enabling more informed investment decisions, the Investor Portal can help your investors achieve their financial goals and streamline your operations.
Provide a secure, centralized location for your investors to access investment documentation including notices, capital account statements, financial statements, and more.
Unlock access to investment details by providing accessibility to investor level transactions, fund level portfolio holdings, and more.
Communicate pertinent information to your investors through a secure channel to reduce the risk of unauthorized access.
Extend your brand experience to investors with a custom login page and add your logo across the application.
Build investor engagement and support your fundraising process.