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Updated about 3 years ago on . Most recent reply

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Michael C.
  • Real Estate Owner
  • NYC, NY
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Investor Portal Software

Michael C.
  • Real Estate Owner
  • NYC, NY
Posted

I am a real estate syndicator (or at least starting out as one). Right now I email reports out to my investors every few weeks. I'd like them to be able to log into my website with a password to see their reports (rent roll, p&l, balance sheet, etc). Not all of my investors are in all of my deals, so the portal needs to know what information to make available. Right now I set up a very basic website with GoDaddy.com with information about my business. I can link the GoDaddy website to the investor portal.

Does anyone have any recommendations for investor portal software?? Preferably cheap and/or fee!

Most Popular Reply

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Bob Malecki#4 Tax Liens & Mortgage Notes Contributor
  • Investor
  • Kingston, WA
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Bob Malecki#4 Tax Liens & Mortgage Notes Contributor
  • Investor
  • Kingston, WA
Replied

We just engaged with Update Capital, they offer a very robust investor portal and are reasonably priced. More info at https://www.updatecapital.com/reporting.html Note that I am not affiliated with this company other than being a satisfied customer

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