Skip to main content
One Ledger, Whole-Family View

Consolidated wealth reporting for family offices

Family office consolidated reporting software aggregates every entity, account, and asset class — public and private, liquid and illiquid — into one whole-wealth view for the principal, while preserving full entity-level and account-level drill-down for the controller. InvestorHub° by InvestorPortaLPro turns the quarter-end reconciliation project into a live dashboard.1

Share your goals Schedule a demo Online demo
Overview Features Screenshots FAQ Contact
Consolidated Wealth Reporting dashboard by InvestorPortaLPro
What we offer

The principal wants the answer, not the spreadsheet

"How are we doing" has always been the hardest question to answer well across trusts, LLCs, funds, and personal accounts. Consolidated reporting makes it a dashboard instead of a week of assembly.

Every entity, one number

Trusts, LLCs, partnerships, and personal holdings rolled into whole-family net worth.

Drill-down preserved

The controller sees every entity's detail behind the consolidated view.

Current, not quarterly

Positions update as data arrives — not reconstructed at reporting deadlines.

Consolidated reporting features

From entity ledgers to one family picture

Public and private holdings integrate into the same view — brokerage positions alongside fund commitments and direct investments, valued consistently.

Historical consolidated views show wealth evolution over time, the long-horizon picture that matters most to multi-generational families.

  • Entity hierarchy modeling

    Structure mirrors the family's actual legal and ownership setup.

  • Asset-class aggregation

    Liquid and illiquid holdings unified in one allocation view.

  • Full drill-down

    Every consolidated figure traceable to its entity-level source.

  • Historical trending

    Net worth and allocation evolution tracked over time.

  • Live dashboards

    Principal and controller views current between formal reports.

Bespoke investment software

Answer 'how are we doing' instantly

When consolidation is a live dashboard instead of a quarterly project, the family office spends its time advising — not assembling.3

Schedule a demo Family Office Software
See it in action

A look inside the platform

Real screens from the platform behind InvestorHub° — relationship pipelines, engagement analytics, controls, and reporting. Explore the full interactive demo →

Shareholder and investor CRM showing relationship pipeline by stage and engagement tracking
Relationship CRMPipeline, commitments, and shareholder relationships in one view.
Controls and audit dashboard showing dual-control approvals and a tamper-evident audit ledger
Controls & AuditEnforced dual control and a tamper-evident audit ledger on every transaction.
Performance dashboard with projections and scenario bands for investor reporting
Performance & ReportingDynamic performance views and reporting your shareholders actually use.
Risk analytics with VaR, factor exposure, and distribution analysis
AnalyticsFrom engagement metrics to market analytics — measure what matters.
Capital flow visualization tracing value from asset class through holders and accounts
Data VisualizationInteractive visuals that turn your company's story into something holders can see.
Executive dashboard with key company metrics at a glance
Executive DashboardKey metrics, engagement, and activity at a glance for your IR team.
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

Consolidated Wealth Reporting, 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 consolidated reporting software?

Software that aggregates every entity, account, and asset class into one whole-wealth view for principals, while preserving full drill-down to entity-level and account-level detail for controllers and staff.

How does it handle complex entity structures?

Structures model as a hierarchy matching the family's actual legal setup — trusts, LLCs, partnerships — with consolidated figures computed automatically at every level of the tree.

Does it include both public and private holdings?

Yes — brokerage positions, fund commitments, and direct investments integrate into the same consolidated allocation view.

Can the controller still see entity-level detail?

Fully — every consolidated number traces back to its source, so nothing is lost in the aggregation for those who need the detail.

How current is the consolidated view?

Live between formal reports — positions update as source data arrives rather than being reconstructed only at reporting deadlines.

Can we see how wealth has evolved over time?

Yes — historical trending shows net worth and allocation evolution, valuable for multi-generational planning conversations.

Trusted with 100% client retention4

See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.

Read all reviews →

Ready to discuss consolidated wealth reporting 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

All fields secure, and kept private

Thank you — we received your request.

Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.

Notes
  1. InvestorHub° is a trademark of InvestorPortaLPro; capabilities described on this page reflect the InvestorPortaLPro platform. ↩
  2. 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.
  3. 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. ↩
  4. Client retention figure reflects InvestorPortaLPro's client history since founding in 2016. ↩
  5. Pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
  6. Implementation timelines vary with data migration scope, integrations, and branding requirements.