An investor’s everyday job relates to many risks and uncertainties. And we know how sophisticated your dealmaking lifecycle can be. There are different challenges you struggle with like conducting research and analysis on various investment opportunities, overseeing investment portfolios, or developing financial plans for clients.
Besides that, you should strengthen your current investor relationships with clients, partners, and stakeholders and work on the development of your network. The good news is as a modern investor you can rely on technology and automate most of the mundane tasks and bring a bit more predictability into your volatile business.
Investor portals are one of these technological advances that can remove much of investors’ headaches. And according to a survey by Accenture, 48% of investors already use digital channels (such as online portals and mobile apps) to manage their investments.
In this post, we’ll talk about:
Investor portal software is an excellent tool that provides companies with convenient and secure access to their information delivering the necessary level of transparency and efficiency for investment management. Let’s discuss this technology in greater detail.
An investor portal is a secure online platform where investors can access their account information, collaborate with colleagues, partners, and stakeholders on investment opportunities, and track overall performance.
Other most common features investment portal software has are the ability to view investment portfolios and display key data and investor statements via investment reporting and dashboards.
Online investor portals are commonly used but not limited to investment stakeholders like:
In a survey conducted by Salesforce, 82% of employees said that their company’s intranet has a positive impact on their productivity, and 85% said that it helps them collaborate better with their colleagues.
Why an Investor Portal Is Essential for Your Business | Ascendix
Investor portal software solutions can benefit financial advisors, real estate, alternative asset managers, and private equity investors in many ways. Let’s speak about some of them:
Within investor portal software, agents and wealth managers can handle portfolio holdings, performance data, and transaction history from a single place. It helps firms make more informed decisions about their portfolios and adjust their investment strategies as needed.
Investing professionals mustn’t be tied to their desktops anymore. They can reach for any necessary information from anywhere and from any device and stay more focused on investor relations.
Such investment hubs allow unintermittent communication among fund managers or advisors, enabling them to get answers to their questions and stay informed about the course of the deal.
With investment portals, wealth, alternative asset managers, and fund admins will get more actionable insights into activities, fees, expenses, and equalization which will be displayed in a structured and more comprehensive way via interactive dashboards.
Investor portal technology is designed with security in mind, providing a secure environment for limited and general partners to access their investment information and capital notices, securely share documents, and perform transactions. Most of the solutions also allow the design of role-based access models.
But even though most portal software products on the market offer a quite decent set of features, there are still plenty of challenges this typical software can’t handle. Here are some that we’d like to highlight.
We will help you create a completely custom investor portal powered by Salesforce without overpaying for unnecessary functionality.
While traditional investor portal software can satisfy most generic demands, if you want to truly disrupt the industry, you should think beyond conventional solutions and adopt the advanced, industry-calibrated technology. Otherwise, you may run into the following limitations of traditional investor portal software:
Most investor portals traditionally used by investors are quite rigid in terms of customization. So, if you want, for example, to adjust investor reporting features to showcase the metrics that you find the most useful, your software may not support you in this initiative. And despite having a broad range of tools you may not exactly have the ones your strategy needs.
We know that you, as a forward-thinking investor, use numerous tools in your work to stay productive. But not all of them can be seamlessly connected with each other, and, especially, with your CRM. As a result, you’ll have multiple disintegrated data sources containing different information which minimizes your chances to get a comprehensive view of investment opportunities.
It’s not a rare case when excellent solutions may not have adequate customer support. And when you have a question about investor portal features or have a system issue, you may not have them addressed in time or in the way you need it.
Especially if you try to execute complex investment strategies. The same issue can arise with technical training and educational resources. The investor portal of your choice may lack how-to guides or videos which can make your learning curve even curvier.
Learn more about Salesforce Experience Cloud and what you can build with it.
Salesforce Digital Experience Platform (DXP) is part of Experience Cloud and offers organizations a suite of tools that unite various elements — personalization, service, privacy, and more — to enhance a digital experience.
| Investment organizations can build virtual service centers for addressing common borrowers' and lenders' questions. | |
| Lending firms can create a portal for secure collaboration and document management with borrowers. | |
| Companies involved into investment business can build a centralized platform for managing investors, borrowers, and lenders. | |
| You can create an internal online knowledge base for borrowers, lenders, and investors | |
| Investment brokers can announce about upcoming webinars or conferences on landing pages | |
| Investment brokers can turn Experience Cloud portals into detailed property listings, which can be integrated with a website, map services, chats, or online forms. |
The platform integrates technologies that help build and manage digital interactions, personalize content and improve relations with partners and customers. Among its most notable features are:
Unlike most legacy portal software vendors, Salesforce promotes flexibility in its every product so there is hardly any solution that can compete with it in terms of customization capabilities. So, you can tweak and scale your portal along with your growing needs and investment strategy adjustments. You can use a range of design tools, including pre-built templates and themes to create a professional-looking or completely personalized layout that meets your needs.
Click-not-code nature allows building your investor portal with little or no custom coding, which mitigates the risks of breaking the whole code in the future when you decide to modify your solution. At the end of the day, you will spend much less time creating your portal and as a result, less costs will be involved, too.
Salesforce provides robust security features that protect your web portal and user data from cyber threats. In addition, investment firms can set up user authentication and access controls to ensure that only authorized users can access your portal.
A broad Salesforce infrastructure of native products allows you to make your CRM the center of all operations and find a solution that can fill the functional gap and share the same Salesforce potential and philosophy. It can also smoothly connect with 4,500 apps on the AppExchange app marketplace.
Salesforce Experience Cloud is mobile-responsive, which means that your Salesforce Digital Experience Platform (DXP) will look and function seamlessly on mobile devices, including smartphones and tablets. This is important as more and more users are using online portals from their mobile devices.
An enormous community of Salesforce partners around the globe can support your Salesforce solution, and consult on optimization and further enhancement so you’ll never be limited to the support team provided by the software vendor.
Now, it’s time to see Salesforce Digital Experience portals in action.
We have a development team to help you customize Salesforce, configure and integrate it with other systems.
Innovative Capital Corporation a commercial real estate brokerage and private capital lender, excels at coupling clients with a diverse range of funding sources — from private money and institutional capital to venture funds, private equity, and debt funds. They help their clients secure the ideal loans to fuel their business growth.
Yet the company faced a considerable challenge. Managing a substantial and expanding customer base, Innovative Capital grappled with effectively consolidating the data of its lenders and borrowers. Furthermore, they sought a robust solution to not only market their top-tier services but also to refine their lead processing and engagement tools.
More recently, the company launched a private debt fund and needed to expand its Salesforce platform to:
To address these needs, Innovative Capital hired Ascendix to create an investor portal software utilizing the advanced capabilities of the Salesforce Experience Cloud. Our team helped the company build this portal which seamlessly integrated with Salesforce CRM, sharing a unified database of contacts, loan details, and activity outcomes. The portal design also echoes the company’s custom branding, maintaining a consistent visual identity across all platforms.
Investor Portal for Innovative Capital | Ascendix
Moreover, the investor portal software solution we created is powered by Salesforce Experience Cloud which means that it:
Additionally, the investor portal’s home page is built to showcase the most essential information related to each loan in the portfolio such as loan type, loan position, appraised value, and monthly payments.
Active Loans Summary in Investor Portal | Ascendix
In this solution, the investors will also see the table with additional details about the loan such as:
And a summary of total loans, monthly payments, and overall yield.
Innovative Capital also requested to link the most essential loan information like the appraisal at closing to PDF documents so investors could quickly click and see more details; and have an address linked to the exact listing of the property on external platforms like Zillow, Redfin, or Google Maps.
Also, at our client’s request, we added the ability to upload documents via the Contact record in Salesforce right to the web portal so that the investor could view all necessary documents in one place along with monthly updates.
How to Upload Documents to Investor Portal | Ascendix
Now, all the documents are stored within the Salesforce Digital Experience portal, streamlining the process of file management.
Investor Contact Data in Salesforce | Ascendix
While Salesforce offers you an excellent digital platform with the required functionality for creating an engaging and personalized experience for your users, we, as a certified Salesforce consultant and development company can help you maximize your investment.
Our professionals will help you:
Want to adapt Salesforce Experience Cloud to the growing needs of your business? Book a free CRM consulting call and we’ll help you maximize your investment in Salesforce.
An investor portal is an online platform that provides a secure space for investors to access their account information. The platform enables investors to collaborate with colleagues, partners, and stakeholders on potential investment opportunities, as well as track their overall investment performance.
When you look for an investor portal, you need to consider the following factors: customization capabilities, platform security, integrability with other solutions, storage limits, reporting tools, price, and platform support.
To create an investor portal, you need to define your business and functional requirements, design the portal interface, customize features and reports, integrate it with other systems, test, deploy, maintain and upgrade.
Anzhelika is a seasoned B2B content marketing strategist with extensive experience in elevating corporate profiles through compelling content. At Ascendix, she offers a wealth of knowledge in Salesforce consulting, providing valuable tips, tricks, and comprehensive guides. Additionally, Anzhelika stays at the forefront of the industry, delivering expert analysis on the latest Salesforce tools and emerging technology trends.
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