Investor Portal
Provide a better investor experience with convenient self-service and transparent report access.
Elevate your brand and provide a better investor experience with Janover Connect’s real estate investor reporting software. The convenience and transparency your investors expect from you has finally arrived.
From first login, investors will see your available offerings where they can begin their investment with a single click. They also get a quick update on their real estate holdings and portfolio performance. Tax documents, reports, emails, distributions, and contributions are all accessible in a few clicks from any computer or mobile device web browser.
Having an investor portal is no longer just a tool in your arsenal to attract and retain top real estate investors, it’s a necessity. But with anything you put in front of your investors, your firm’s reputation is on the line, so rolling out a new tool has to be well planned and executed.
Janover Connect delivers an intuitive and simple LP portal and investor dashboard experience supported by a team that makes onboarding quick and painless. We import your historical and currently active portfolio data and provide materials for you and your investors to get up to speed quickly upon launch.
Key Features
- Enable investors to self-service their accounts and track portfolio performance.
- Give investors easy access to prior reports and transactions via a single login.
- Easily and securely deliver tax forms and other sensitive information.
- Quickly download and manage documents from the Investor Dashboard.
Why You’ll Love This Tool
When you use real estate investment management software to give your investors the same type of experience they would expect from a Fortune 500 company, it reflects your maturity and professionalism as a firm. With our investor portal software and investor dashboard, you promote and enhance your brand with every investor interaction, even outperforming portals built and offered by the biggest CRE investment firms.
Investors bank and manage their stock investments online and are coming to expect more accessibility on their devices. Our investor portal dashboard provides an online experience where your investors can quickly access, view, and manage their investment activities.
CRE sponsors that impress investors will have a competitive edge over those that do not upgrade their systems. Over time, they will capture more business and fare better when access to funds gets more difficult. Modern, easy-to-use real estate investment management software is the answer to attracting and retaining happy investors for the long haul.
Also in Janover Connect
- ⤷ Communication Tools
Stay connected with your investors through integrated communication features. - ⤷ Customer Relationship Management
Manage investor relationships effortlessly with our purpose-built CRM for real estate syndicators. Streamline communications and boost productivity. - ⤷ Deal Rooms
Impress investors with professional, organized deal rooms. Share documents securely, track engagement, and close deals faster with our intuitive platform.