Advisor Portal

Our white label Advisor Portal allows your advisors to easily and
effortlessly receive, view and manage new and existing investments
online on behalf of their investors.
Integrate your own company logo, branding and templates.
Create and manage investment vehicles.
Allow digital onboarding by going paperless.
Make and manage investments.
View transaction histories like units issued, redemptions, cash
withdrawals and distributions.
View current and historical unit registries.
View monthly statements.
View annual Tax Statements.
View and update contact information.
View deal updates.