Investor Portal

Share statements, answer questions, communicate

"Our clients are more technology savvy than ever before and expect immediate access to reports and documents. FundCount Online Portal is just one example of how FundCount continues to stay one step ahead of our needs."

Send NAV statements, share documents and keep every conversation in one private space that only you and your investors can see. Schedule a live FundCount system demo and watch the portal in action.

Engineered for effortless integration

The portal sits inside the FundCount ecosystem, so data flows straight from your accounting engine to investors without manual re-keying. Use the Advanced Report Set to create personalized statements in bulk, export investor profiles with a single template, and push structured performance data that refreshes dashboards automatically. The result: one workflow, zero swivel-chair

Zero-trust security and true data ownership

Every file, message and metric is protected by bank-grade encryption and MFA. Because the portal runs as a single-tenant application—on your private
cloud or on-prem— FundCount employees can’t touch or see your data, and neither can anyone else. You stay GDPR-compliant and audit-ready by design

Efficiency at scale

Batch uploads, batch downloads and batch investor invitations cut hours out of quarter-end. Automated report distribution keeps inboxes clear and allocates your staff to higher-value tasks—no ticket backlog, no late-night sprints

A branded experience investors will recognize

With a clean interface, optional approval workflow for compliance sign-off and fast page loads, the portal feels like an extension of your firm, not someone else’s software. FundCount portal’s simple design means fewer “how do I…?” calls and more investor satisfaction

Benefits you can bank on

Two-way encrypted messaging

Talk to LPs, their accountants and lawyers without exposing threads to email or third-party servers

Batch statement delivery

Generate hundreds of PDFs in FundCount, push them to the portal in one shot—no drag-and-drop marathons

Real-time dashboard (single chart)

Investors get an instant snapshot of today’s headline numbers with clear single-chart visuals

Structured-data sharing

Send spreadsheets that feed each investor’s dashboard; they can export the raw CSV for their own models

Fund-administrator agnostic

Logo, colors and custom URL in minutes—not months

Mobile-first self-service

Investors can view, download or bulk-export from any device, anywhere

Request a Live Demo

See FundCount’s integrated accounting and reporting solution in action!
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