investor portal

Secure, Branded Investor Portal

Deliver a slick client experience and share documents and data with investors

Investor Management

In Numbers

Global Client-base across Asset Management

70,000+

Global LP Users

750+

Funds

$5tr+

AUM covered

10m+

Documents

investor portal

Centralize Investor Reporting & Servicing

Report and share documents & data with your investors using a secure Investor Portal

Enable investors to securely access sensitive documents and investment performance reports (e.g. Capital Calls, Quarterly Reports, Tax documents etc.)

Share dynamic content (e.g. videos, charts etc.) and create custom dashboards to provide additional data and content to your investors

Enable investors to update contact details, wire instructions, subscribe to funds, refresh KYC/AML/tax documents with integrated investor lifecycle management tools

investor portal

Powerful functionality for Efficient and Scalable Investor Servicing

Functionality for your firm to easily manage document posting, investor access, notifications and analytics

Easily bulk upload, share and permission documents and investors across various different permissions at scale

Automated and customizable notifications to investors to access key documents and information via the Investor Portal

Track emails, document opens/ reads and investor activity across the portal

Enable multiple teams and 3rd party fund admins to post documents across multiple funds via granular access control and maker-checker workflows

Technology built to enable firms to confidently manage millions of documents & notifications across hundreds of thousands of investors

Integrate with upstream and downstream systems via Atominvest’s bidirectional APIs, webhooks and SFTP connectors

investor portal

Great for collaboration across Investor Servicing teams

Enhance visibility and collaboration across internal investor servicing teams and 3rd party providers

Fundraising & IR Teams

Access analytics to inform fundraising activity. Share marketing materials with interested investors.

Legal, Compliance & Tax

Check documents before publication. Manage portal permissions in bulk.

Third Party Fund Admins

Enable Fund Admins to post documents across funds.

Investor Management

Designed to deliver a great Investor / LP experience

Award winning technology built specifically for asset managers, by private market professionals

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Sarah Nöckel

Vice President

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Sarah Nöckel

Vice President

"Of the 36 private equity and fund investments I've made over the past two years this is the cleanest and most useful presentation among them. Congratulations on what appears to be an excellent choice."

Chief Investment Officer

Institutional LP

"Using Atominvest, we reduced the time for sub doc completion to 35 mins from 8 hours."

Head of North America Client Services

Large Global Asset Manager

"We have had great feedback from clients engaging with content and datarooms via the system."

Investment Relations Leader

SCS Investment Partners

"The portal has worked very well, and we are quite pleased with the way it looks."

Operations Analyst

Alhambra

Investor Management

Enterprise Functionality

Designed to fit into your current enterprise software and service provider infrastructure and operating model

CRM Integrations

Seamlessly connect with leading CRMs to supercharge existing workflows

SSO & Roles-based Permissioning

Streamline access and security with our SSO and role-based permissions for secure user management

Enterprise API

Unlock scalability and take total control of your data with our powerful, enterprise-grade API

MS Excel Plugin for Reporting

Transform your data into insights with our MS Excel plugin for automated reporting and real-time modelling

investor portal

Use Cases

Designed to fit-in to your current enterprise software and service provider infrastructure and operating model

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See our Software in Action

Engage with investors and stakeholders
like never before

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