Institutions use InvestorFlow


Investor accounts

$2+ Trillion

Client assets

One Portal Platform.
Unlimited Investor Experiences.

Smart experiences, workflows and content designed to scale distribution and to simplify the investor services functions of global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds.

World-class Investor Portals

Report like the pros with drill downs into capital accounts with IRRs and DPI.

CRM Designed for Funds and Deals

Manage your contacts, investors, prospects, commitments and deals in a CRM specifically designed for your world.

Next Gen Fundraising & Marketplaces

Branded, institutionally wrapped communications for private placements.

Workflows Built for Fund Administration

Generate and email capital calls and distribution notices in minutes.

Compliance Rules Codified

Generate FACTA reports, output XML data files, IRS Electronic K-1 rules and QMS processes.

API for the Enterprise

Integrates with Salesforce, DocuSign and Seisimic.
One Platform for Asset Management

About InvestorFlow

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.

Elevate Your Investor Experiences

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