• Cloud-based and secure  
  • Enhanced investor experience 
  • Platform integration  
  • Powered by CapInteract 

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With various features like document management, dashboards, and news, the Apex Investor Portal is set to elevate your investor experience. What sets it apart is its secure cloud-based architecture, ensuring your data remains safe and accessible at all times. Plus, it seamlessly integrates with related services like Tocan, our Digital Investor Onboarding and Know Your Client solution.

Key features and benefits 

Secure document distribution 

Facilitate secure sharing of sensitive information with investors, leveraging multi-factor authentication, DocuSign integration, and sophisticated permission management.


Custom branding

Ability to tailor and create distinct portal with your logo and colour scheme.


Tailored dynamic dashboards  

Congure dashboards to help meet the demands of the most sophisticated investors. Present data at fund, investor, and asset level including look-through and performance metric analytics.


Self-service mobile ready  

24/7 access via multiple platforms including self-service report access and bulk download.


Strategy and service provider agnostic 

Aggregate data and documents across asset classes and service providers to present a combined view and / or break out into asset-specic dashboards.


Integrated with digital investor onboarding   

Connected investor experience from onboarding to servicing and subsequent re-investment.


Self-service investor download reporting  

Investors have 24/7 access to the portal with an in-screen document viewer and bulk download functionality. Access is logged within the audit tool for monitoring.


Functionality and packages


User-friendly document portal with the ability or custom branding.


Core investor dashboards  

Dynamic investor dashboards providing investor and fund proles in addition to investor documents.


Investor media and home page  

Introduce media and news widgets on your home page to create a richer digital experience for your investors.


Investor quarterly reports 

Congurable asset and fund dashboards with the ability to integrate third party data sources and create paginated quarterly reports for investors.


Custom conguration  

Start either from a blank page or our strategy specic templates to build your own digital experience tailored for your business. 

Get in touch with our team

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