Portfolio Access
Put investment information within easy reach
Give investors access to one or multiple investments, including holdings, transaction histories, distributions and historical investment information.
Investor Portal
Give investors more at their fingertips.
Provide secure, self-service access to investment information, documents and account details with investor portal software that reflects your brand.
Book A Demo of Unitise investor portal softwareGive investors what they need, when they need it.
Make it easier for investors and advisers to access information, manage their details and stay up to date without creating more admin for your team.
-
-
Documents & Statements
Make important documents easy to find
Publish fund documents, periodic statements and tax correspondence securely to the portal for investors to access when they need them.
-
Investor Self-Service
Let investors manage the simple things
Give investors a secure way to update account details and submit digital change requests while maintaining administrative oversight.
-
White-Label Experience
Make the experience feel like yours
Apply your corporate branding across the portal to create a consistent digital experience that sits naturally alongside your existing website.
The Investor Experience
One place to stay connected to their investment.
Give investors a central place to find the information and documents they need, without having to come back to your team for every request.
See their investments in one place
Investors and advisers can access their portfolio information, including multiple investments where relevant.
Keep up with investment activity
View transaction histories, distributions, tax withholding, payments and historical investment information.
Find documents when they need them
Access periodic statements, fund documents, tax correspondence and relevant registry forms through the portal.
Keep their information up to date
Investors can submit account detail digital change requests through a secure channel, with your team retaining administrative oversight.
Give your team fewer things to chase.
When investors can access information and manage routine requests themselves, your team can spend less time handling repetitive admin and more time focusing on the work that needs them.
-
Reduce routine investor requests
Give investors direct access to information, documents and selected account updates that would otherwise need to be handled manually.
-
Make answers easier to get
Give investors a clearer path to the information they need, without waiting for your team to respond to every request.
-
Keep the experience connected
Bring documents, statements, account information and investor requests into one unified environment rather than spreading the experience across different channels or systems.
-
Support investors more efficiently
Create a more self-service investor experience that can help reduce the operational load as your investor base grows.
FAQs
The details behind the experience.
-
Investor portal software gives investors secure online access to information and documents relating to their investments. Titanium's Investor Portal allows investors and advisers to view investment information, transaction histories, distributions and documents, and manage selected account details through one centralised portal.
-
Investors can access one or multiple investments, view unit transactions, distributions, tax withholding and payments and download relevant periodic statements. Fund documents, tax correspondence and registry forms can also be made available through the portal.
-
Yes. We offer a white-labelled investor portal that can incorporate your corporate branding, creating an experience that fits alongside your existing website and digital presence.
-
Titanium operates in line with strict ISO 27001 security standards and industry best practices. The Investor Portal uses mandatory multi-factor authentication as an additional security layer to help protect sensitive information. Investors can also submit secure digital change requests through the portal while your team maintains administrative oversight.
-
Yes. Investors can view and update contact details by submitting digital change requests through the portal, reducing the need for routine requests to be handled manually by your team.
