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Investor Portal

Empower Your Investors


Whether you are an Advisor, Fund Manager, or an Enterprise organization needing to digitally onboard and manage your customers, the Investor Portal will improve your operations and client satisfaction.
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Simple Solutions for Complex Problems

Remove the headache of time-consuming client reporting and payment gaps by enabling clients to view their account information in real time. They can also make payments and initiate investments as desired.

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Dashboard
Keep Clients Informed

The user dashboard provides full account visibility.

Clients can view:
• Cash balances   • Asset values   • Transaction history

The top navigation dropdown on the dashboard lets users easily toggle between their different account types (Retirement Accounts, Trust Accounts, etc.)

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Investments
User Investment Transparency

The User Portal Investments tab gives clients the ability to invest in a broad range of asset classes and funding vehicles. You can view your client’s investments through your Business Platform as well as draft new investments on their behalf.

Clients can view:
• Fund types   • Deal values   • Investment status & histories

Once investments are approved, users can navigate to the Assets tab to track their investment progress.

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Billpay
Help Clients Stay on Track

Clients can add vendors and make payments directly through their User Portal. For retirement accounts, this enables users to code transactions to specific assets.

Clients can view:
• Add vendors   • Make payments   • Stay compliant

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Customizable
For a Seamless Experience

Your business can integrate its core branding directly into the platform, so your clients feel right at home. Customize the User Portal with your logo and color palette.

We also support hosting the platform on your own domain.

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Assets
Track and Manage

User's investment assets are centralized in the Assets Tab. Quickly inform your clients in detail about all assets held in custody.

Clients can view:
• Asset Value   • Type   • Quantity   • Current Status

Cut down on unnecessary communications by increasing transparency.

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Documents
Consolidate Related Documents

The User Portal Documents tab can save businesses time by streamlining the flow of paper-work and keeping documents organized. Upload, review and download docs directly to your desktop.

Clients can:
• Download   • View   • Add Documents

Give your clients the ability to access and communicate important documentation.

Ready to Get Started?

Learn more about how we can help your company. Speak with one of our business development specialists today.

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Frequently Asked Questions

User Experience
Improving the user experience by providing fully digital, self-service investing. Enabling stakeholders to log in, initiate transactions, track investments, and receive distributions makes the process much smoother for all parties involved.

Compliance
Depending on which investor portal software you use, there is potential to save time and resources on strenuous compliance measures that are endemic to any type of fundraising activity. Trust Platform, for example, is backed by AET – a regulated trust company & custodian. This means that any transaction that happens on the system is subject to anti-money laundering and Know Your Customer checks, removing the need to hire expensive compliance attorneys to review and counsel you through the process.

Data Security
Using an investor portal within the private capital industry can dramatically improve institutional data security and investor data. The level of added security, however, is dependent on the software. AET’s proprietary investor portal, Trust Platform, comes with industry-leading data encryption to prevent against unauthorized access, theft, and customizable visibility parameters.

Increased Access
Leveraging a system like Trust Platform breaks down the barriers between funds and their stakeholders. While providing a turnkey ramp for niche fund types to onboard and serve their pool of investors makes it easier to invest, this also impacts the private equity industry all together. We are lowering the barriers for qualified start-ups to get access to the funding they need with functional alternative investment technology.

While traditional investor database software suites and CRMs specialize in tracking deal flows and investor profiles, Trust Platform provides a much deeper level of custodial capabilities. We enable businesses to access both the front and back-end infrastructure needed to efficiently execute fundraises, private loans, and more.

In other words, most alternative investment CRMs and investor management software suites are not backed by a regulated financial institution, so they cannot support the actual flow of funds for the investments. Trust Platform provides both.