Getting LPs what the need when they need it
From communicating with investors to fundraising to managing your next event, AltaReturn’s Portal platform does it all.
AltaReturn’s Investor Portals combine the best of all worlds: highly configurable, feature-rich dashboards, the ability to securely share documents (statements, K-1s, notices), and tools to allow your LPs to update their information right in the system. With an LP community over 60,000+ users strong, many of the world’s leading endowments, foundations, pensions and advisors are already on the AltaReturn platform.
Intuitive and easy to navigate, your investors will be able to get the information they need when they need it, including the ability to drill-down into cashflows with data exporting capabilities.
AltaReturn’s Interactions tool allows investors to update their contact, bank, K-1 or FACTA information right in the AltaReturn system. No need to send highly sensitive information over email.
Full Virtual Data Room (VDR) capabilities with document permissioning, watermarking and custom branding. Extend your VDR with on-line submission of subscription documents.
What Our Clients Are Saying:
"We look at our relationship with AltaReturn as a partnership. They have consistently been there for us and have certainly helped us grow into the firm we are today."
Cheri Reeve, Chief Financial Officer
"Given AltaReturn’s long history in helping GPs with their reporting needs, it was clear they know what LPs are looking for."
Brian Murphy, Financial Controller
"With AltaReturn in place, we have been able to significantly increase how efficient we are in getting our job done."
Travis MacInnes, Partner and CFO
Atlantic | Pacific Companies
"AltaReturn’s deep fund accounting experience was invaluable in getting our first fund up and running."
Matt Smith, Chief Accounting Officer
Broadscope Fund Administration
"A Critical component to the formation of Broadscope was to find the best technology available. AltaReturn has proven to be the right choice."
Kevin C. O’Neill, Founder & Managing Partner
Socius Family Office
"Given our growth rate, we needed a technology that was going to provide us with the necessary scale to service our clients the best way possible. AltaReturn makes that possible for us."
Mark Baniewicz, CFP, President and CEO
Want to learn more about how AltaReturn helps over 300+ GPs, Admins and Family Offices, get more done across their back office, client communication and portfolio monitoring needs? Just fill out the form below and we’ll be in touch shortly to discuss how we can help.