The Investment Portal is the digital gateway for your investors to access all information related to your products. By registering an account, either through your website or directly in the subscription process, each investor automatically gains access to their personalized Investment Portal.
Compact representation of investments and withdrawals
Investments
Investors receive information about all their investments in a concise list. This list includes not only the investment amount but also details about the status, keeping investors informed about pending tasks, such as transferring the investment amount or qualifying as a semi-professional investor.
Additionally, by clicking on one of their investments, investors access a detailed view, providing them with further insights into the status and progress of the investment.
Payouts
If you have set up a payment schedule for your issuance, the payout dates, along with their status, are also displayed on the investment detail page. This way, your investors can always know when and in what amount the next payout is due. As soon as you, through your access in Go, update the status of a payout date, it is automatically updated for your investors as well.
For investors who are actively managing a multitude of investments and payouts simultaneously, the general payout overview is a valuable resource. Through a dedicated menu entry, investors can have a comprehensive view of all payout dates for their investments, offering a holistic overview of their invested capital.
Advisories
Furthermore, all advisory appointments are readily accessible within the Investment Portal. As soon as you schedule an advisory appointment for investors, it appears in a dedicated view within the portal, along with the planned date. Investors can either join the advisory appointment through email notifications or directly within the portal. Any changes to the status of an advisory appointment through your Go access are automatically updated in the Investment Portal as well.
Compliance-Solutions for the investment portal
Inbox
For certain investment processes and financial products, a permanent data repository, often referred to as a "permanent data carrier," is required for compliance reasons. This serves as a place where essential documents are accessible to investors at all times. With the Inbox, we have created this space within the Investment Portal.
All investment-related documents, such as subscription forms, pre-contractual information, suitability assessments, or classification documents for semi-professional investors, are sent to the investors' Inbox and can be viewed or downloaded there at any time, with no risk of loss or deletion.
Furthermore, you can use your Go access to send your investors your own documents and messages through Investor Notes.
Project updates
For reporting, important product information, or general updates that you wish to make available to your investors, our Project Updates feature is exceptionally well-suited.
Through the issuer's access, you have the capability to send information and documents to all investors in a project at once. This ensures efficient communication and distribution of updates to your investor base.
Self-Service
Through the Investment Portal, investors have the autonomy to independently update their basic information, tax details, and bank information. This keeps investor data current and saves you valuable time, as investors can manage their information on their own.
If you are working with a payment provider like secupay, you also have the option to restrict the self-management of bank details, ensuring the integrity of your data for payout dates.
Whitelabelling
The Investment Portal automatically adopts the colors you have already selected for the subscription process and the Lightning Frontend through your Go access if you are using them. This seamless integration ensures that the portal aligns with your other go products and maintains your brand identity by consistently using your corporate design.
Furthermore, the Investment Portal is fully supported and functional on mobile devices, providing a responsive experience for your investors.