Investor Portal
Watch investments grow, maintain clear communication, and organize all important documents in one place.
Backed By Innovative Technology
The Investor Portal includes an easy-to-read dashboard that contains a summary of all your investments. It's designed to keep complex investment information simple and organized.
Understand Your Investments’ Assets
Bring your investments to life with access to detailed information. Understanding asset details will give you a more tangible investment experience and help you have more informed discussions with our team.
Organize Documents in One Secure Place
Paper documents lack security, can get lost, and are difficult to share with CPAs and other financial managers safely. Important investment documents are organized and stored in the Investor Portal, backed by state-of-the-art data security.
Real-Time Investment Performance
It’s essential to have real-time visibility of your investments’ progress. The Investor Portal gives 24/7 access to easy-to-understand performance metrics with high-level data and details.
Easy Access to Your Investment Portfolio
Our Investor Portal includes an easy-to-read Dashboard to summarize all your investments. It’s designed to keep complex investment information simple and organized.
