The Smarter, Simpler Investor Portal for Asset and Investment Managers

InvestorFlow is a leading provider of investor experience applications for asset and investment managers.

Global asset managers, real estate investors, and alternative fund managers use InvestorFlow to increase distribution and to simplify investor services. Our software-as-a-service (SaaS), cloud-based applications are highly configurable to create branded and personalized investor experiences. InvestorFlow’s clients manage over $2 trillion of assets on behalf of over 10,000 institutions around the world.

An Investor Portal for Firms of All Sizes and Budgets


The perfect portal to get you started and at the perfect price. Ideal for firms that do not have a portal, need something that they can quickly get off the ground and makes them look world class in front of investors. Includes all the workflows and tools to report and communicate.


It takes the Essentials Portal to the next level by adding CRM and performance dashboards. Handy for firms who want to get off Excel or other inefficient tools for contact and investor relationship management and become more professional in how they manage their firm and report.


The Enterprise Portal is for firms that need to go beyond the document and share charts and analysis, NAVs, cash flows, shares and calculate performance. It can connect to multiple back and middle office systems and gather data from third parties.

Set up a meeting

Set up a meeting with InvestorFlow by completing the contact form below and we will respond to your inquiry within 4-5 business days. Type in your name and email, and we will make sure to introduce you to InvestorFlow personally.

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InvestorFlow is proven to scale from simple to complex fund structures with very large communities


Institutions use InvestorFlow


Investor accounts

$2+ Trillion

Client assets


Documents added each month


Emails to investors

InvestorFlow Solutions

Global Asset Managers

InvestorFlow is the client experience application of choice for some of the largest asset mangers in the world. Get in contact and request a demo

Private Equity & Venture Capital

InvestorFlow provides private equity and venture capital firms with smart and simple tools to manage all aspects of their front office

Hedge Funds

InvestorFlow provides hedge funds with smart and simple tools to raise capital and report performance. Click below and request a demo

Real Estate

InvestorFlow provides real estate managers with world class investor experiences. Over $500 billion of real estate assets are reported through InvestorFlow

Credit Funds

InvestorFlow provides credit funds with smart and simple tools to raise capital and report performance – with fundraising dashboards for each investment

Funds of Funds

InvestorFlow understands the challenges of funds of funds (FoFs). Some of the largest FOFs in the world use InvestorFlow to report on their activities 

In the cloud, online and everywhere

Secure, audited and with robust permissions