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Client Portals for Investor Management

Auto-Route thousands of reports to your investors and their advisors
Keep detailed contact information, notes & schedule follow-ups for each investor
Seamlessly import and/or sync your contacts with our CSV import
Each investor gets separate storage and file access via their secure private portal
Automatically upload and sync hundreds of files at once into separate locations
Optionally notify your contacts by email each time a new file has been added to their portal
Portal custom-branded to match your website


Our Investor Management Portal allows you to share documents securely with your investors, advisors, and fund managers. Your investors can view documents under their secure private portal, which is branded with your company's name, logo, and colors.

Quickly share portfolio reports, financial statements, tax documents, and more using our PortalsXpress Auto-Router feature. Upload thousands of documents with a single click; watch as they simultaneously file into their correct locations, either using the filename as the key or an OCR'ed field within the report itself. With the PortalsXpress Auto-Router, you can distribute periodic reports by fund name, sharing a single copy of the report with all fund members. For individual clients, statements, tax documents, or other reports can be delivered securely.

Using the Contact Import feature, you can import all of your contacts with ease using a csv file. This feature can quickly create secure individual portals for all of your current contacts in a single step. Additional new contacts can be added in the same way, or you can add individual contacts through our Contact Manager software.

Already using another management software that lacks features you desire, or simply the cost is just too high? With PortalsXpress, our goal is to be your affordable all-in-one customizable business solution! You can also add-on different features for different users that will enhance their user experience, and it won't break your bank account.


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Portal Branding: We'll brand your portal to include your company banner and colors from your website.

Portal Manager: We make it easy to create and manage individual portals.

File Downloads and Uploads: Your investors can download portal files and view documents using their web browser.

Email Alerts: PortalsXpress notifies you by email each time a investor uploads files in their portal. You'll know the file name, when it was accessed, and by whom.

Print to PDF: You can print PDF output from any Windows application directly to a investor's portal.

Security Padlocks: Make files read-only, manage secure access by groups, prevent accidental deletion, and more.

Customization: If one of our ready-to-use portal solutions doesn't quite fit your needs, we can build a custom portal solution to match your requirements.


Security and Reliability

Security is our number ONE priority. We do the following (and a lot more) to make sure your data is safe:
  • Full and incremental backups are performed nightly
  • All backups are encrypted
  • Encryption keys for backup retrieval are stored off-site in a secure facility
  • Backups are stored off-site in a secure facility separate from their keys
Read more about our security here.

Frequently Bought Together


Supported Platforms / Devices

Portal Administrators:
  • Windows XP / Vista / 7 / 8 / 10 or greater
  • A Pentium III 600 MHz (or higher) processor
  • 512MB RAM
  • 200MB free hard drive space
  • 1024x768 SVGA (or greater) display
  • High-speed Internet (256Kbps or greater)
  • Internet Explorer 9.x, Firefox 1.x, Google Chrome 32, Safari 4, Opera 8.x or higher
Apple Mac OS X coming soon!
Linux - call for details
Portal Users:

No software installation is required, all you need is a web browser.

Supported devices and browsers:
  • Windows XP / Vista/ 7 / 8 / 10 or greater
  • Mac OS X 10.6 or greater
  • Internet Explorer 9.x, Firefox 1.x, Google Chrome 32, Safari 4, Opera 8.x or higher
  • Linux
  • Apple iPhone / iPod / iPad
  • Android smartphones
  • Blackberry
  • Windows Mobile

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