White label investor portal
Your brand is your reputation. Enjoy an institutional-grade appearance and a robust backend infrastructure.
$279MM AUM
$350MM AUM
$230MM AUM
$400MM AUM
$250MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$700MM AUM
$279MM AUM
$350MM AUM
$230MM AUM
$400MM AUM
$250MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$700MM AUM
Your partner in investment management
Custom branding
With custom branding for your portal, LPs will see it as an extension of your brand.
Emails featuring your logos
All system emails display your logos, creating the impression that the messages are directly coming from you.
Send emails from your domain
Want to send emails directly from your domain? Our system walks you through adding a couple of DNS records, and then you're all set.
LP reports have your branding
When generating LP reports, it looks and feels like you have created those reports yourself.
Show your credentials
You have the ability to showcase your track record, acting as a resume on the portal.
Trusted and recognized
Seattle, WA
Support
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