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.

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
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Vancouver, BC office
1687 W. Broadway
Suite 303
Vancouver BC V6J1X2
+1 (604) 757-1570

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