Institutional Investor Portal for Asset Managers

Deliver enhanced access to portfolio information for your institutional clients—without writing a single line of code.

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Unqork’s Institutional Investor Portal empowers global asset managers to rapidly build and effectively manage a custom SaaS-based hub to deliver enhanced portfolio reporting and self-service capabilities to address the expectations of a new digital age.

Enhanced Investor Experience

Deliver best-in-class experiences to institutional investors regardless of asset classes with the ability to aggregate portfolio reporting across strategies and select from a broad menu of self-service capabilities (e.g., inquires, onboarding)

Custom Branding & Styling

Whitelabel solution that fully adheres to custom branding and styling requirements

Enterprise-Grade Security

Secure investors' sensitive information with fully integrated two-factor authentication, SAML single-sign-on (SSO), and best-in-class encryption

Want to see the Portal in action?

 

Key Capabilities 

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Portfolio Summary

Current holdings and latest valuations across all asset classes and investments held for a single consolidated investor view

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Investor Documents

Publish, view, and download periodic investor reports, fund reports, and marketing materials with notifications to investors when new information is available

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Performance

Current and historical performance summary with in-built visualization tools 

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Capital Calls/Transactions Workflow

Digitally initiate and/or respond to capital call requests with approval workflows for direction of investor cash movements

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Onboarding

Workflow for investors to complete subscription docs, provide onboarding information, KYC/AML documents, etc.

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Investor Inquiries

Module for investors to submit inquiries with GP-aggregated view on the backend to respond to inquiries digitally 

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“Impressive and powerful. It’s an extremely scalable, thoughtful and sophisticated yet simple-to-use piece of technology.”

Sarah Shenton, Goldman Sachs
SUCCESS Story

Top-10 institutional manager digitized the E2E investor experience in just 24 weeks

A global leading asset manager’s existing client-facing portal provided limited access to information and services, and made it impossible to self-initiate critical actions (e.g., transaction processing, submitting inquiries, settling invoices, and wire instructions). Key processes such as onboarding—as well as many routine client requests—had to be completed manually via email, resulting in delayed response times, increased administrative costs, and a poor client experience overall. Furthermore, management had little visibility into client portal usage and other key client metrics that could be used to iterate process improvements or support up- and cross-sell opportunities.

24 

Number of weeks to deploy

~30 

Bi-directional integrations to and from legacy systems

+$1m

Expected annual cost savings

Reduced Operational Risk 

Automate controls & configure data validation rules

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