Investor Portal
A world-class Investor portal your Investors will love.
Asset Class LP Portal gives every investor self-serve access to their capital, statements and documents - branded as your firm. Everything they need is now online, so the questions that used to land in your inbox get answered before they’re asked.
Everything your LPs ask for, on demand.
Their capital, their documents, their answers - self-serve, accurate and always current.
Capital account
“Why this number?” — answered in the portal.
LPs can drill into their own capital account — commitment, calls, distributions and NAV - traced to source, so a routine query becomes a self-serve answer instead of an email thread.
Called vs uncalled, with distribution history
NAV and net IRR, traceable to source
Self-service for every LP or Distribution partner with easy online access
Documents
The correct document, every time.
Every statement, notice and tax document lands in the LP’s portal on publication - current, correct and confidence-inspiring, on desktop or mobile.
Statements, notices and annual tax documents
Download or share securely with trusted contacts
Full document library per LP
“By digitizing the process, all of our clients will have dynamic, on-demand access to statements, asset performance information, tax documents, and more.”
Greg Papazian
Managing Director, Brookwood Financial Partners
