White Label Investor Portal

Empower your investors with 24/7 access to their portfolios through a branded, self-service portal that delivers transparency and reduces operational burden.

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24/7
Portfolio Access
95%
International Investor Rate
Real-Time
Performance Updates
60%
Reduction in Support Inquiries

Complete Investor Self-Service Experience

Give your investors the transparency and control they expect with a fully branded portal

🎨
White Label Portal Experience
Fully customizable investor portal that matches your brand identity and reinforces your professional image.
  • Custom branding with your logo and colors
  • Branded domain (investors.yourfund.com)
  • Personalized email communications
  • Multi-language support for global investors
  • Mobile-responsive design
📊
Real-Time Portfolio Access
Investors can view their complete investment portfolio, performance metrics, and account details 24/7 from anywhere.
  • Live portfolio valuation and performance
  • Investment history and transaction details
  • Capital commitment tracking
  • Distribution payment history
  • Document library access
💳
E-Commerce Style Investment Purchase
Allow investors to browse opportunities and complete investments with a modern checkout experience using multiple payment methods.
  • Investment opportunity marketplace
  • Multiple payment methods: ACH, cards, and stablecoins
  • Cross-border payment support for international investors
  • Instant payment verification
  • Automated subscription processing
📄
Digital Document Center
Centralized document management with digital signature capabilities for seamless investor communications.
  • Digital signature integration
  • Automated document distribution
  • Tax document delivery (K-1s, 1099s)
  • Quarterly and annual reports
  • Secure document storage
🔔
Automated Investor Communications
Keep investors informed with automated notifications and updates without manual effort from your team.
  • Capital call notifications
  • Distribution announcements
  • Portfolio update alerts
  • Document availability notifications
  • Custom announcement broadcasts
🌍
International Investor Support
Seamless experience for global investors with multi-currency, cross-border payments, and international compliance.
  • Multi-currency display and reporting
  • Cross-border stablecoin payments
  • International wire transfer support
  • Multi-language interface
  • Global time zone aware notifications

Why Investment Managers Choose PoliBit's Investor Portal

Transform investor relations from operational burden to competitive advantage

Reduced Operational Burden
Eliminate repetitive investor inquiries and manual processes, freeing your team to focus on investment strategy.
  • 60% reduction in support inquiries
  • Automated document distribution
  • Self-service portfolio access
  • Streamlined capital call communications
Enhanced Investor Satisfaction
Deliver the transparency and accessibility that modern investors expect, strengthening relationships and retention.
  • 24/7 portfolio access from anywhere
  • Real-time performance updates
  • Instant document availability
  • Professional branded experience
Global Investor Scalability
Support international investors seamlessly with multi-currency, cross-border payments, and localized experiences.
  • 95% international investor rate
  • Cross-border stablecoin payments
  • Multi-language support
  • Global compliance capabilities
Professional Brand Image
Present a sophisticated, institutional-grade experience that reinforces confidence in your fund management.
  • Fully white label branding
  • Custom domain and emails
  • Professional mobile experience
  • Consistent brand touchpoints

Ready to Elevate Your Investor Experience?

Join investment managers who are delivering institutional-grade transparency with PoliBit's investor portal

Schedule Your Free Demo Today