Support Your Internal Stakeholders With Fundwave

With the sole aim of meeting the financial disclosure requirements set out by regulatory bodies and to facilitate communication between the investors and the company, Investor portal software manages to deliver content such as tax documents, monthly letters, subdocuments, statements of partner capital, and other indexes and information. While data security is one of the biggest concerns for every business vertical, Investor portals can also be used internally at the firm to track the investor's activities and other important information that helps to make better decision making and have more meaningful conversations. 

Tools like investors reporting software provide transparency to companies at ease with investors and help to share crucial financial information with them. Delivering data between the investors and companies is a responsible task and should be done professionally. Considering this, Fundwave, meets industry’s demand, stands strongly in the industry by offering Investor portal software. 

We, being the industry’s expert, hold rich experience in delivering customized and comprehensive Investor reporting systems. In the competitive industry, many funds administrator service providers struggle to provide the precise reporting tools and interactive dashboard to overcome the challenge and exceed investor expectations. It is extremely interesting to know how it caters to the industry’s demand and investors' needs. 

In this blog post, we will be discussing the benefits of Investor reporting software and why you should partner with Fundwave to make the most out of it. 

Key Benefits Of Investor Portal That A Private Capital Investor Should Invest

A streamlined and automation fund administration system delivers high insight and transparency. Investor Portal is a powerful, flexible, and resolute software for private and fund financial reporting investor's communication and data management. It drives growth and supports business innovation. Here are the key benefits and features of an investor portal that a private capital investor can leverage.

• Reliability 

The transparency in the data transformation and accessing the software, the official books, and the funds record increase the reliability of the portal. Partnering with an investor portal also assures that there are no offline adjustments and changes to spreadsheets once the document is uploaded. 

Providing the freedom to visualize the data, export it to excel, and analyze it anyway the investors want, manifest the efficiency of the software. Investors portal enables partners and investors both to receive the highest level of transparency and professionalism. We, being a fund administrator service provider, maximize reliability by providing transparent services. 

Features: It provides a single source of data that supports accuracy, consistency, and visibility. The precise information derived from a single source of data enables you to view fund performance over time.  

• Security

When it comes to data transformation, security concern is apparent. Investors need abundant information, however, transferring the information can open up security risks. Today, more and more data is being transferred through secure portals, taking a cue from the banking industry. The private capital industry is going through the same route, in fact, sharing more risks, particularly associated with large amounts of capital moving in many different directions. 

Investor portals help you to avoid the risks of leaking sensitive financial as well as personal data by using the latest security features like two-step authentication. This portal also enables secure document access to investors and  allows them to search, filter, and easily access capital calls, distributions, financial statements, and other fund-related documents. This fund software provides double security check software that maximizes security. 

Features: Provides access to important data specific to individual commitments, contributions, distributions, and reporting. It also supports double security features such as two-factor authentication and extended validation SSL certification.  

• Visibility 

Investors are not satisfied with investor reporting software that is limited to document storage because they demand more visibility and access to their investment data. The next generation portal, like Fundwave, is offering features like supported data visualization, detailed performance reporting, real-time access to underlying data, and secure document delivery ,which is essential.  

In-depth fund data and all investor documents accessed through a single dashboard anytime and anywhere on demand can be a real game-changer. With our investor portal software, investors can get insight into the data specific to their individual commitment at one click.  

Features: Interactive investor portal provides fund details including vintage year. Investor portal also provides access to real-time data at one-click and export information to Excel for further analysis and reporting. 

These are the benefits of investor portal software and how we enable investors to take maximum advantage. 

Call us now or connect us using mail ASAP for Investor reporting portal services.