Investor Reporting Software & Investor Portal Video

Investigate how to take your notifications and quarterly reports to a new level of transparency with Relevant EquityWorks.

See how Relevant EquityWorks streamlines your investor reporting process, then lets you seamlessly post to our branded investor portal.

  • Investor Reporting Software
    • ILPA call and distribution letters
    • Capital account statements
    • Industry-standard quarterly reports
  • Investor Portal
    • Offer secure 24 x 7 access to fund information, all branded with your firm's unique identity
    • Post and host capital calls, distributions, quarterly reports and tax documents (like K-1s)