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What is an investor portal (LP portal)?
The investor portal, also known as the LP portal, or LP extranet, is a secure online space that centralizes all aspects related to the relationship between a management company (GP) and its investors (LP).
The investor portal can take several forms: web or mobile application. It is generally accessible from the website of the management company (GP) or via a private URL. Access to the investor portal is made after identifying the LP.
Why set up an investor portal (LP portal)?
Improving the Investor Experience (LP)
The investor portal offers numerous advantages, both for the Management Company (GP) and for the investor (LP).
It centralizes all the information that may be of interest to an investor: KYC information, subscription documents, reports (regulatory, ESG, management reports), data room, consultations and associated minutes, financial schedules, financial schedules, performance monitoring dashboards, etc.
The investor portal also allows LPs to digitally carry out key actions related to their current and future investments: transmission of documents, carrying out regulatory due diligence, electronic signatures.
Whether private or institutional, investors use this portal as a single entry point to reliable and up-to-date information.
Strengthen the security of internal procedures
Security is a key dimension of the investor portal. Investor portals are designed with particular attention to the protection of sensitive data. This data is encrypted and stored securely, minimizing the risks of privacy breaches.
Centralizing interactions and communications with its investors through a secure portal also makes it possible to avoid using emails or letters, which reinforces the security associated with the sending of sensitive information and limits the risks of phishing and identity theft.
Facilitate interactions between the management company (GP) and its stakeholders
In some cases, the investor portal can centralize several stakeholders: beyond the GP and the LP, it can be accessible to advisers (lawyer, accountant) who would like to check documentation, extract accounting elements, or consult the liabilities of a vehicle.
It can also make it possible to onboard intermediaries (wealth management consultant, family office, investment agent, third party marketer) who would like to access vehicle information in order to get their clients to subscribe to it.
Industrialize its operations
The investor portal makes it possible to centralize a large number of key stages in the life of the subscriber in a single space. It is through this that an investor discovers the products open for subscription, that he creates or updates his KYC data, that he electronically signs his subscription documents, and that he follows his portfolio, while having direct access at any time to the documentation associated with his activity as an investor.
Emails can be associated with these courses to best support portal users and empower them as much as possible in their actions.
By being at the base of all the actions carried out by the investor, the LP portal makes it possible to be in control of data throughout the value chain.
What are the criteria for choosing an investor portal
Choosing an investor portal is a crucial step. Here are examples of criteria (not exhaustive) that you can take into account when selecting.
Ergonomics: opt for a platform that is easy to use, with an intuitive interface. Navigation should be smooth, and information should be clearly presented. Portal users will thus be autonomous, which will limit the need for support on your part.
Features: ensure that the portal offers the functionalities that are key for your structure, whether they are regulatory tools, subscription processes, integrated tools for maintaining liabilities, automated reporting generation... by integrating a maximum of functional components into your portal, you ensure the centralization and uniqueness of data.
Customization: the needs of GPs are all different. Basically, make sure you can customize your portal to adapt it to your internal procedures. In terms of form, make sure that the graphic customization options allow you to have a white label solution that reflects your brand identity.
Safety: safety is paramount. Verify that the investor portal has best practices for data protection and authentication, that the location of the data is in line with your security standards, and that your provider has a robust continuity plan.
Pricing: Compare the costs associated with using the portal Make sure that the elements that make up the pricing of the solution are absorbable by your development plan (billing to the user, to the vehicle, to the AuM, to the functionality).
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