Investor Portal

Build your own portfolio builder hub, no code required

Showcase your work, attract clients, and customize your professional portfolio with a flexible platform tailored to your creative journey.

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A modern user interface displaying a portfolio builder hub with navigation menus, project thumbnails, and editing tools on a clean, organized dashboard.

Loved by 800,000+ teams around the globe

Flexibility

Tailor your portfolio hub to your needs

Build a portfolio hub that fits your workflow. Add only the views and features you want, and update or expand your setup as your needs change.

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UI screenshot of organize projects by category

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UI screenshot of contact and inquiry form

Data Management

Bring all your project data together in real time

Connect spreadsheets, design tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.

Explore all data sources

Power

Give every investor a custom, secure experience.

Create a fully branded investor portal with personalized dashboards and permissions. Provide investors with real-time access to their portfolios in just a few clicks.

Easy, secure logins

Your investor portal is mobile-ready, so investors can view portfolios and updates from anywhere, on any device.

Works on any device

Your investor portal is mobile-ready, so investors can view portfolios and updates from anywhere, on any device.

Automations

Connect with your existing tools to automate portfolio updates, investment notifications, and reporting.

User groups

Offer different dashboards for individual and institutional investors, ensuring each sees only their own relevant data.

Advanced permissions

Control who can view performance reports, investment docs, or sensitive data. Set permissions for each group or user.

Security

Protect investor information with robust security. Softr is SOC2 and GDPR compliant for peace of mind.

AI Magic

AI assistant for portfolio builders

Let investors ask AI about portfolios, reports, or trends—get instant answers, right inside your portfolio builder hub.

Why Softr

Why Softr vs other software

No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

UI screenshot of Softr drag-and-drop dashboard setup for building portfolio builder hub

Easy, fast setup

Launch your investor portal in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like new investment dashboards or reporting as your investor needs evolve—no rebuilds needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Bring portfolios, investor dashboards, and document sharing together—all in one place, no extra tools required.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom portfolio hub in minutes

Connect to your data in seconds

Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.

Customize layout and logic

Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”