Investor portals · Auckland, New Zealand
Investor portal development
An investor portal is a secure workspace where investors see the opportunities, documents and updates meant for them, while your team manages the pipeline behind it. FIELDPORTER builds custom investor portals for advisory firms, fund managers and private capital teams that want the portal to match how they actually raise, match and report.
Packaged investor portal software works well for standard fund reporting. Advisory and private capital firms often need more: client and investor profiles in one place, a deal or submission pipeline, matching tools for the team, and different views for investors, clients, advisors and admins.
When a custom investor portal makes sense
- Investor and client details live in spreadsheets, decks and inboxes.
- Your team matches investors to opportunities by hand.
- Investors, clients, advisors and staff each need a different view.
- Standard fund reporting software does not fit how you work with deals.
- You want AI help with documents and research, but only over your approved data.
What an investor portal can include
Investor and client profiles
One record for each investor and client, kept in sync for the whole team.
Opportunity and submission pipeline
Track each deal or submission from intake to decision, with a status your team can trust.
Role-based views
Investors, clients, advisors, product managers, staff and admins each see the right information.
Matching and research tools
Help your team find relevant investors for an opportunity without working from a spreadsheet.
Secure document sharing
Share decks, data and updates with the right people, and see what has been shared with whom.
AI helpers
Controlled AI for document summaries and day-to-day questions, limited to your approved data.
How a typical build runs
Most focused builds take 8 to 10 weeks. Larger systems with several user types, integrations or AI features get a scoped plan before we commit to dates.
Week 1
Understand the workflow
We map the current process, the people involved, the data and where work gets stuck.
Week 2
Map roles, data and permissions
We agree who logs in, what each role can see and change, and what needs to be tracked. Then we set the milestones.
Weeks 2 to 3
Design the screens and database
We shape the core screens, the database structure, automation points and any AI features before the main build starts.
Weeks 3 to 8
Build in focused milestones
We ship working sections as we go, so your team gives feedback on real software, not slides.
Weeks 8 to 10
Test, launch, train and hand over
We test the full workflow, deploy it, train your users and hand over the documentation needed to run it.
After launch
Support and expand
We can stay on under a monthly retainer to support the live system and extend it as the workflow grows.
Example: the VOLOCEAN client and investment management platform
FIELDPORTER built a shared management platform where clients, investors, advisors, product managers, staff and admins work from one place, instead of chasing updates across emails, decks and notes. It includes investor matching and research tools for the advisory team and AI helpers for documents.
“Freddy took the time to really understand what we needed and delivered something right on the mark, fast, professional, and great to work with.”
Common questions
Straight answers about investor portals.
Typical prices, what drives them and how to compare quotes are in our custom software cost guide.
Related services
Tell us where work gets stuck.
A 30-minute call to understand the workflow and what would make the biggest difference first. No sales pitch.