Multi-entity reporting for family offices
Multi-entity reporting software reports on every trust, LLC, partnership, and layered structure a family maintains — standalone and in consolidation — with permissioning correct for each fiduciary role: trustee, beneficiary, manager, member. InvestorHub° by InvestorPortaLPro models entity complexity instead of forcing it into a flat account list.1
What we offer
Families are structures, not account lists
A single family may run a dozen trusts, LLCs holding real estate, and layered partnerships — each with different fiduciaries and beneficiaries. Reporting that models the structure answers the questions those roles actually ask.
Structure, modeled once
Layered entities mapped as they legally exist — rollups and standalone views follow.
Role-correct permissioning
Trustees, beneficiaries, managers, and members each see their entitled scope.
Standalone and consolidated
Every entity reports on its own and as part of the whole, from one model.
Multi-entity features
Complexity, handled correctly
Layered ownership — a trust owning an LLC owning a fund position — resolves through the structure automatically, with look-through reporting where needed.
Structure changes — a new trust, an entity dissolved, a next-gen addition — are edits to the model, and every affected report updates with them.
-
Layered structure modeling
Nested entity ownership mapped and resolved automatically.
-
Fiduciary permissioning
Trustee, beneficiary, and manager roles scoped correctly.
-
Look-through reporting
Underlying positions visible through layered ownership.
-
Entity-level statements
Each trust or LLC reports standalone when required.
-
Structure history
Changes to the family's entity map tracked over time.
Bespoke investment software
Report the structure as it actually exists
When the platform models the family's real complexity, every fiduciary gets a correct answer — not an approximation forced into a flat account list.3
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 →
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
Multi-Entity 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 multi-entity reporting software for family offices?
Software that reports on every trust, LLC, partnership, and layered structure a family maintains — standalone and in consolidation — with permissioning correct for each fiduciary role, built by modeling the family's actual legal structure rather than a flat account list.
How does it handle layered ownership, like a trust owning an LLC?
Nested ownership resolves through the modeled structure automatically, with look-through reporting showing underlying positions across the layers.
Can different fiduciaries see different things?
Yes — trustees, beneficiaries, managers, and members each see exactly their entitled scope, correctly derived from their role in each specific entity.
Do entities report both alone and together?
Both — each trust or LLC can produce its own standalone statement, and the same data rolls into family-wide consolidated views.
What happens when the family's structure changes?
You edit the model — a new trust, a dissolved entity, an ownership change — and every affected report updates automatically.
Does this handle real estate and direct-investment holding entities too?
Yes — any entity type in the family's structure, from investment LLCs to operating companies, models and reports the same way.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss multi-entity 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
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
- InvestorHub° is a trademark 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.