Build your own portfolio organizer, no code required
Track assets, view performance, and manage documents in an AI-powered portal built with AI to fit your unique investment workflow.
Build exactly what your business needs
Customize a portfolio organizer that looks sleek out of the box. Add only the reporting tools you need, and iterate as your assets grow.
Centralized asset tracking
Performance reporting dashboard
Secure document storage
AI-powered investment insights
Automated renewal alerts
Shareable stakeholder views
Unify your investment data in real time
Connect spreadsheets, CRMs, and financial tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your entire portfolio.
Give every user a custom, secure experience.
Give stakeholders and managers the right views and access in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Access your portfolio metrics on the go via a downloadable PWA—no extra design work needed.
Works on any device
Softr apps are mobile-ready by default. Access your portfolio metrics on the go via a downloadable PWA—no extra design work needed.
Automations
Build native automations with Softr Workflows to handle renewal alerts, status updates, and data sync automatically whenever records change.
User groups
Provide separate logins for investors and managers, creating personalized dashboards that show only the assets relevant to each user.
Advanced permissions
Apply rules for different user groups. Customize who can view performance data or edit asset details at even the most granular level.
Security
Protect confidential investment information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your portfolio organizer in minutes with AI—no manual setup or coding required to get started.
Consolidate your stack
Add features like performance charts, automated alerts, or renewals as your investment strategy evolves.
Flexible as you grow
Start with asset tracking, then add stakeholder portals and dashboards—all in one place with no extra tools.
Generate a custom portfolio organizer with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your portfolio organizer in minutes
Describe what you need. Softr's AI builds your asset management tool in minutes.