Discover how our products propel your firm's growth, efficiency, and competitive edge.
Which pre-configured solution is right for your firm?
Explore functionality that's available:
Learn more about the Relevant EquityWorks platform.
Learn more about Relevant.
Relevant EquityWorks | Platform | Investor Portal
Enhance transparency and trust by providing an immersive investor portal experience designed specifically for private equity and real estate funds. Users can seamlessly explore their investor dashboard, customize searches based on specific criteria, and delve into detailed risk evaluations, documents, and performance analyses, bolstering investor confidence in their relationships.
Deliver unprecedented LP communications and transparency.
Our investor portal platform builds trust by offering a comprehensive suite of features designed for private equity and real estate investors. The investor portal software provides immersive experiences, reliable reporting, and advanced know-your-customer (KYC) software, ensuring an efficient, transparent, and user-friendly platform for all.
View Fact Sheet
Present a summary of your fund and direct investments with rich data visualizations and tables.
Drill down to gain valuable insight into the performance of your investments and assess risk.
Deliver notifications for calls, distributions, and other important events.
Offer investors a centralized document repository for accessing investment and tax documents, such as quarterly reports and K-1s.
Provide limited partners with secure access to update their investor entities, notification preferences, and KYC data.
Support users on the go with the same immersive experience on their smartphones, tablets, and web browsers.
Our investor dashboard presents a comprehensive summary of fund and direct investments with rich data visualizations and interactive tables.
Provide insightful charts and quick links to the latest documents. Allow LPs to explore performance, drill down into specific investments, access documents, and gain a clear understanding of their portfolios.
Empower investors to customize their view, allowing them to select the specific columns to better understand returns on their private equity and real estate investments.
With real-time access to published investment data, LPs can make informed decisions, understand trends, and identify potential risks and opportunities, enhancing their investment strategy.
Streamline LP communications by seamlessly posting notifications and correspondence, ensuring investors are always informed about calls, distributions, and quarterly reports, thus maintaining continuous engagement and transparency.
Brand all documents with your firm's unique identity, quickly compile ILPA-formatted call and distribution notifications and capital account statements, generate industry-standard quarterly reports, and easily notify investors with an email blast.
Simplify document management with a secure centralized repository for all investment-related documents.
Ensure all parties have real-time sharing and retrieval of all crucial documents such as subscription agreements, call and distribution letters, capital account statements, quarterly reports, financial statements, and tax documents.
Empower LPs to manage their data, from updating investor profiles to setting notification preferences and adhering to KYC and AML rules. All changes undergo a detailed verification and approval process.
Our simplified KYC software and dual custody approval process reduce fraud and enhance data security, giving investors peace of mind.
Our investor portal is accessible on any device, providing a consistent and immersive experience across browsers, mobile devices, and tablets.
Our investor portal software ensures that investors have continuous access to their investment information, enhancing engagement and decision-making on the go.
Relevant's Investor Portal stands out for its exceptional user engagement, unparalleled transparency, and efficiency. It redefines the investor dashboard experience for private equity and real estate fund managers.
Leverages the latest advancements in cloud computing and data analytics, which enable faster processing speeds, more efficient data storage and retrieval, and enhanced cybersecurity features.
Explore detailed performance and risk profiles for funds and direct investments with customizable dashboards that allow investors to track their investments in real-time.
Users enjoy a seamless and intuitive web-based experience designed with features tailored to the unique needs of investors and fund managers alike.
Make better decisions by integrating with modern general ledgers that provide accurate and up-to-date financial data for investors and fund managers. This reduces the risk of errors and helps ensure compliance with regulatory requirements.
Generate industry-standard quarterly reports and K-1s, and deliver individualized statements that reflect every aspect of investor holdings.
Relevant's Investor Portal stands out for its exceptional user engagement, unparalleled transparency, and immersive investor experience.