Software for single & multi-family offices
Family office software gives principals and staff one consolidated view of a family's wealth across every entity, account, and asset class — trusts, LLCs, partnerships, direct investments, funds — with a secure portal, document vault, and reporting engine built for structures more complex than any single custodian sees. InvestorPortaLPro is the flagship platform for both single- and multi-family offices.1
What we offer
No custodian sees the whole family
A family's wealth spans banks, brokerages, funds, and direct holdings across a dozen entities. The family office exists to see the whole picture — the software should make that picture effortless, not heroic.
Every entity, modeled
Trusts, LLCs, partnerships, and personal accounts consolidated into one structure.
A secure family home
Documents, statements, and communications in one protected, permissioned place.
Right access, every viewer
Principals, next-gen, trustees, and staff each see their entitled scope.
Family office features
The whole operation, on one platform
Consolidated reporting rolls every entity and asset class into family-level views, while drill-down preserves entity-level detail for the controller.
Onboarding next-gen family members, tracking alternatives, and managing the document archive all run through the same secure system — not a patchwork of point tools.
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Consolidated reporting
Whole-family wealth view across every entity and asset class.
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Document vault
Statements, tax documents, and estate papers, encrypted and organized.
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Next-gen onboarding
Beneficiaries and heirs onboard into appropriately scoped access.
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Alternatives tracking
Fund and direct-investment positions integrated into the whole picture.
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Institutional security
Encryption, MFA, and audit trails protecting the family's most sensitive data.
Bespoke investment software
Give the family the view only you can provide
The value of a family office is the consolidated picture no custodian or bank statement offers. Software that delivers that picture effortlessly is the office's core infrastructure.3
See it in action
A look inside the platform
Real screens from the InvestorPortaLPro platform — relationship pipelines, engagement analytics, controls, and reporting. Explore the full interactive demo →
Why IPP
Why choose a boutique investor software firm?
There are many reasons to choose InvestorPortaLPro. We are affordable yet sophisticated, 100% dedicated to investor portals and IR software, and we spend most of our revenue on research and development to build a better platform for our customers and their investors.
Our vision & dreams
“We shall build good software here, at a profit if we can, at a loss if we must, but always good software.” InvestorPortaLPro aims to be the most user-friendly, affordable, and modern investor platform on the market for firms of all sizes — including public companies, private companies, private equity, real estate, banks, wealth managers, and asset servicers.
Our people, ethics, and experience
100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straightforward, and down-to-earth team in the space. We are also hiring — contact us about joining our team of investment software professionals.
100% customer success & retention
Every implementation we have done is unique, and all have been success stories for our clients.4 Our organization is founded on the simple belief that we are successful when our clients are completely happy. We offer flexible pricing, financing options, and certain guarantees in our contracts — for your success and ours.
R&D commitment
IPP develops technically advanced investor software designed to be useful and user-friendly. Host it yourself (on premises) or with any provider such as Azure or Amazon AWS — IPP is built on open source software with full source-code access, and a large majority of our budget goes to research and development.
Common questions
Family Office Software, answered
Questions we hear most from family offices and the families they serve. For the complete reference, visit the investor portal software knowledge base.
What is family office software?
A platform giving principals and staff a consolidated view of a family's wealth across every entity and asset class — trusts, LLCs, partnerships, funds, direct holdings — with a secure portal, document vault, and reporting engine, serving single- and multi-family offices alike.
How does it consolidate wealth across so many entities?
Structures model as a hierarchy — trusts, LLCs, partnerships, and accounts nested to match the family's actual legal and financial structure — with rollups computed automatically at every level.
Can different family members and staff see different things?
Yes — permissioning is per role and per relationship: principals, next-gen, trustees, and staff each see exactly their entitled scope from one underlying structure.
Does it handle alternative investments?
Yes — fund and direct-investment positions, including capital calls and distributions, integrate into the family's whole-wealth picture.
Is it different for single-family versus multi-family offices?
The platform serves both — a single-family office models one family's full complexity; a multi-family office runs multiple families' structures on the same secure infrastructure.
What security protects the family's data?
Encryption in transit and at rest, MFA, granular permissions, and real-time audit trails within a SOC 2 Type II control environment.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss family office software for your firm?
100% satisfaction
We have never lost a client.4 We take the time to listen to your needs before selling you software. We appreciate your time and look forward to speaking with you about potentially partnering with us. We value your privacy and will never sell or provide your information to third parties.
Share your goals
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Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.
Notes
- Product names referenced are trademarks of InvestorPortaLPro; capabilities described on this page reflect the InvestorPortaLPro platform. ↩
- Secure delivery, e-signature, tracking, and retention features support your regulatory workflows; they do not constitute legal or compliance advice, and filing obligations remain with the issuer and its counsel.
- SOC 2 Type II controls operate as part of IPP's security program; certain certifications and assurances (including SEC Rule 17a-4(f) compliant storage) are provided through hosting partners. Current audit documentation is shared under NDA during vendor due diligence. ↩
- Client retention figure reflects InvestorPortaLPro's client history since founding in 2016. ↩
- Pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
- Implementation timelines vary with data migration scope, integrations, and branding requirements.