Web Portal for Investment platform Template

Maximize your investment platform's productivity and profitability with our intuitive web portal. You can easily manage investments, portfolios, and analytics and streamline your operations. Getting started with softr.io takes 15 minutes, and it is free!

Client Portal

Web Portal for Investment platform Template

The Web portal for investment platforms is an all-in-one tool that enables you to manage your investment activities effectively. With this web portal, you can easily manage investments, portfolios, and analytics. The granular permission settings ensure that sensitive information is only accessed by those who need it. The user-friendly interface makes it easy for you to create and customize your web pages and add new investment activities as needed. This web portal for investment platforms will help you optimize your investment processes, increase efficiency, and improve customer satisfaction. Softr's customizable web portal template offers a comprehensive solution tailored to the unique needs of your investment platform.

Different permissions

Set a specific access level for each member or a group of members.

Search and filtering functionality

Easily find the required assets through search and filtering.

Team directory

Find all team member profiles in one place.

Pay and download invoices

Track all the client transactions in one palce.

Access to different chart layouts

Select from a variety of chart layouts to present your progress and results.

Responsive design

Fully responsive design, allowing all the users to view the website from any device.

Overview
Softr’s Web Portal for Investment platform lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Web Portal for Investment platform. Also, do not hesistate asking for help via our customer support chat if needed!

Build your Web Portal for Investment platform today

Proceed with the template and have your portal ready in minutes.

Untapped Capital VC firm keeps its LPs informed with investor portal built with Softr

I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere.



Yohei Nakajima
General Partner, Untapped Capital

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