Investor Portal

For firms with an existing Investor Portal, Finomial offers seamless single-sign on, for a cohesive client experience.

Investor Portal

Finomial’s Investor Portal is the ideal solution for providing direct personalized information to all your investors. The investor portal enables performance reporting, automated transactions, and investor action items.  It consolidates all your investor compliance activities into a user friendly task list – meaning one portal for all your data, documents and workflows for all your meaningful real-time interactions.

A modern investor portal facilitates self-service, reduces errors, speeds workflows, and helps you market new products.

Benefits:

  • Streamline interactions with investors
  • Create visibility and transparency through a shared view, so that open items are not buried in email
  • View all documents in a centralized portal
  • Manage documents, tasks, and activity in a single dashboard

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Investor Portal Performance Reporting

Deliver performance reports, track delivery and read-status through a collaborative platform

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Investor Portal Compliance Manager

Enable investors to complete compliance tasks on a streamlined, digital platform

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Investor Portal Trades

Review and monitor investment status across multiple funds

For any more information on Finomial’s Investor Portal solutions, contact us today