Investor portal and reporting

World-Class Reporting

Create a secure online hub for all your shared documents and records

Personalized Reporting

Provide your investors with a beautiful, modern, and personalized view into their portfolio. Always keep your investors up to date, on the go or from the comfort of their homes.

Distribution Center

Put investor minds at ease by letting them see, filter and download their distributions by investment, entity, and date.

Email Communications

Update Capital lets you manage your investment email communications and delivery of investor documents.

Property Updates

Send property updates with confidence ensuring users receive necessary information related to their invested entities.

Document View and Filter Options

Two document viewing options allowing users to toggle between Tiles and Table view and filter documents in multiple ways.

Update Capital had a excellent user experience. The portal provided a clean, simple way for investors to access their needed data, statements and documents for multiple investments. That in combination with their competitive pricing put them over the top for us

Erik Loptson
Western Wealth Capital
$2.3 Billion AUM

Talk to a Product Expert

We can show you how to take your investor relations to the next level
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
We create solutions tailored to industry professionals. Join the leading experts across the US and Canada.
What are you waiting for?
Gen II Fund Services, LLC
805 Third Avenue, 24th Floor
New York, NY 10022
+1 (877) 202-0806
info@gen2fund.com

General Inquiries:
888-GEN2-001
Vancouver, BC office
1687 W. Broadway
Suite 303
Vancouver BC V6J1X2
+1 (604) 757-1570
contact@updatecapital.com

Trusted by the world's most innovative firms
- big and small

Made With In Vancouver
Ⓒ 2023 Update Capital, Legal