Investor Portal

Create a custom investor portal, without code

Give your investors a secure place to track performance and access key updates—no code required

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Loved by 800,000+ teams around the globe

Data Management

Works with your data, wherever it lives

Use Softr's built-in databases to power your investor portal, or build on top of existing data with 15+ integrations. With Softr, you can sync all your tools and information in real-time.

Explore all data sources

Flexibility

Customize everything—from access to updates

Keep key stakeholders in the loop with a portal built around your data, workflows, and reporting needs.

Power

Deliver a professional experience for every user

Create a secure, self-serve experience for every investor and advisor, all within a single portal.

Branding

Deliver a professional investor portal that reflects the look and feel of your brand (and impresses your end users!).

Works on any device

Turn your portal into a downloadable app in one click with Softr’s PWA feature—no extra design work needed.

Automations

Connect with your existing tools, including Make and Zapier, to seamlessly automate workflows.

User groups

Create custom user groups and separate logins to provide different views and access levels for your investors and team.

Advanced permissions

Customize who sees what, and which actions they can take, even at the most granular level.

Security

Protect sensitive information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.

Ask AI

Give investors an AI assistant

No more back and forth. Let investors ask AI questions inside the portal and get instant answers based on live data.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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Use cases

Extend beyond an investor portal

Use Softr to build other internal tools, portals, or community hubs—with no extra licensing or jumping between apps.

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How It Works

Go from zero to app, incredibly fast

Connect to your data in seconds

Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.

Customize layout and logic

Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“We thought we'd need developers, a product manager, and UX designers before launching a new project management system. With Softr, we built it ourselves in weeks.”