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Investor portal software

Companies keeping a long register of shareholders informed, with every update on record.

A private, branded portal you set up and change yourself: your domain, your content, and full control over who sees what.

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Investor portal software

  • Set up by you
  • No need for a developer
  • Ready to use

Plans start from £49/month.

First 3 months FREE, with free setup support, for a limited time.

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Select features for investor portals

Answer every shareholder at once, not one email at a time

Open registration or review every applicant

Registration Approval Controls

Turn approval on and new arrivals fill in your form and wait, seeing nothing behind the login until you decide. Leave it off and they register and get straight in. It’s a setting you can change whenever you like.

Every decision recorded

Recorded Decisions

Approve or decline, with a reason on record for every decision made. Review submissions in one queue and decide. Declined applicants get your reason automatically, and you choose whether they can fix their answers and try again.

One place for every piece of content

Central Media Library

Upload once and use the file anywhere. See where each one appears across your content, and the portal won’t let you delete anything still in use.

Reach everyone at once

Scheduled Announcements

Publish updates to your portal’s front page. Set a date to go live and another to come down, and the portal handles the rest.

Set access as public, authenticated, or tier-based

Per-Item Visibility Permissions

Every page, document, event and announcement can be public, open to contacts, or limited to particular tiers. Anyone without access doesn’t see it at all.

Live at your own web address

Custom Domain

Point your own domain at the portal so it reads as part of your website. We show you the exact records to add, then check them for you.

This is a curated list of features for investor portals. See all features the portal has

Frequently asked questions

Get answers to questions about investor portals

Here are the top questions we receive for investor portals, covering setup, access and brand control. If you have a specific requirement not addressed below, get in touch and we will walk you through it.

Do I need a developer to set it up?
No. Everything is done from the dashboard: domain, branding, content, portal navigation, forms, tiers, permissions. There’s nothing to install, nothing to host, and no code to write or maintain. If you’d rather not do it yourself, free setup support is included in every plan.
Does it work for companies rather than individuals?
Yes. An organisation account groups several people under one shared account with its own owners and members: a client company, a member firm, a building. You can ask for agreements once per organisation instead of chasing everyone in it.
Will it look like my own site?
Yes. Connect your own domain, set your brand colours and typeface, upload your logo, and customise your navbar, pages and footer. Add any information you like, including links to your website and social channels.
How do people get access?
However you want. Open registration lets anyone sign up and get in straight away. Or ask them to apply first, read what they’ve sent, and approve or decline with a reason. Either way, approval puts them on a tier that decides what they can see, and you can switch between the two whenever you like.
Do cheaper plans have fewer features?
No. Every plan includes the core product, your own domain and the approval workflow. Plans differ by capacity (contacts, organisations, seats, storage) and by the level of support. For a limited time, the first three months are free, a good chance to work out what fits you best.
What record do I get of what people agreed to?
Every acceptance of your terms or privacy policy is stored with the date and where it came from. Submissions keep their answers as they were given, so editing a form later doesn’t rewrite what someone already told you. Update a policy and everyone affected is asked again.

Contact us

Tell us how we can help with your investor portal

Share who’s using it, what you need to track, and how you want to onboard users. We’ll recommend the right setup and plan for your business.

We review every request and reply within one working day.