Best 6 investor portal software
Rochester Oliveira • Mar 23, 2023 • 9 min read
| Name | Best use case | Price |
|---|---|---|
| Ledgy | Up to 25 investors, for those who want to get started quickly | Free, €3/stakeholder/month (25 minimum), custom pricing |
| Softr | Custom investor portal, with additional apps | From $0/mo to $269/mo |
| Appfolio Investment Management - Investor Portal | Real estate focused investments | From $700/month |
| Backstop Investor Portal | Fully integrated solution (accounting, portal, CRM..) | No public pricing information |
| Dynamo Investor Portal | Data connections that make your life easy (e.g. Revit) | No public pricing information |
| Fundwave Investor Portal | API access and simple portals | From $250/fund/month to $800/fund/month |
Frequently asked questions about Investor Portal
Investor portals are websites that your investors can access, with information about their investments, companies, documents. An investor CRM is a tool that your company can use to track investors, your communications with them, and their profile. Although these two tools can be connected, a CRM usually doesn’t have a public-facing website. And investor portals don’t focus on individual profiles or activities to close deals.
There are some regulations regarding data privacy and processing. This includes documents about investment activities and signatures. Investor portals are typically safer than the alternatives, though. They allow you to control your uploads in servers that can be regulated, as opposed to sending these documents via email or using file sharing services that might not be as strict.
