Investor Portal – Investor Relations & Servicing
The Dynamo™ Investor Portal is a configurable, online hub that provides your investors secure access to their individual investment data and fund performance. Our investor relations portal is designed to streamline delivery of any level of transparency to your investor base, reduce ad hoc support or informational requests, and integrate with your firm’s branding. The Investor Portal natively integrates with the Dynamo™ CRM to leverage your portfolio and investor account data to deliver customized and ILPA-compliant reporting.
Download The LaSalle Investment Management case study.
The Dynamo™ Investor Portal’s seamless integration with the CRM application enables your investor relations team to easily to post, categorize, and visualize data in the pages of your website or in uploaded, protected documents. Your team can also manage who has access to areas of the portal as well as specific documents and dynamic reports.
Investor Reporting Software
The Investor Portal allows your team to report on performance, account balances, transactions, and commitments for investors while working within the Dynamo™ CRM interface. Investment data and investor communication preferences are tracked in Dynamo™, and notifications are generated through Dynamo™ Mail Merge to alert investors that new reporting or documents are available in the Investor Portal. The Dynamo™ Investor Portal eliminates your team’s time spent on manual report generation, removes costs of postage, and allows your team to spend time on other critical initiatives.
The Investor Relations Portal also serves as a powerful self-service investor software, allowing investors to generate their own reports, view performance data, and achieve a high level of transparency with fund managers.
The Investor Fundraising Portal hosts a comprehensive repository of records and documentation often requested by stakeholders and limited partners. Beyond reporting data, users can also access your firm’s news, management information, K-1 consent forms, and PPMs. Integration with premier, back-office accounting software enables investors to view near-real-time capital account summaries within the Investor Relations Portal. Fully configurable to meet your firm’s aesthetics and easily linked from your website, the online Investor Portal can help you drive stronger investor engagement.