Deliver secure document sharing and real-time performance updates in an intuitive investor portal, designed to enhance transparency and streamline communication
Details matter and it’s what separates us from the competition
Scalability
With fully esatic scale, our investor portal can automatically adjust its capacity to meet changing demands.
Flexibility
Fully branded with configurable pages and content that empowers you to provide your investors a modern, interactive experience.
Data Integrity
Controlled access with tailored validations ensuring your data is consistent and accurate – building trust for actionable insights.
Security
World class cybersecurity model with built-in behavioral analytics and machine learning to identify attacks and zero-day exploits.
Role Based Access
Easily maintain Investor Contact’s access to specific types of documents and data, to ensure maximum reach without oversharing.
Fully Integrated
Completely integrated with Fund Accounting and Investor Insights with an end-to-end seamless experience for portal updates.
We always look for external resources that match our core values. Entrilia, with the leadership of Eric and Yuriy, is the true partner that we have been looking for. In our search, we came across many systems that were built 10-15 years ago and continuously patched trying to keep up with ever-changing requirements. Entrilia is fresh, flexible, and intuitive.
Entrilia is exactly what we were looking for.
Matt Hurley
Director of Investor Services Reliant Fund Services
Design and Customize your Investor Portal
As an extension of your brand, your investor portal should match the quality of your expertise. However even more importantly it should allow you to display the metrics and data that help shape the story you want to share with your investors.
All Documents and Data in One Place
Investors are stretched thin managing numerous channels of information and data. The role of your investor portal should be to provide a single collaborative space for the relationship.
One workspace for all investors and funds
Allow investors to collaborate with their contacts inside a role-based portal that features a highly tuned workspace for controlling the right amount of access for all parties.
Runs in cloud on any device
Built from the start to support multi-device access with responsive design. We empower fund managers to provide break through experiences for their investors on their terms.
Best Solutions for Every Stage
What benefits will be received by:
Private Equity
Tailored solution around a robust accounting framework – minimize data entry for complex reporting on multi-level events.
Venture Capital
Tailored solution around a robust accounting framework – minimize data entry for complex reporting on multi-level events.
New Fund Managers
You want to differentiate yourself without breaking the bank or creating more administrative responsibilities. We offer highly competitive plans to help you streamline operations on a fully integrated and scalable platform.
At Scale Fund Managers
Use your portal to get in front of questions and special requests before they’re asked by adding self-service tools and more powerful data publishing options, including real-time updates!
Fund Administrators
Self-serivce provisioning of new client portals - launched on your terms with your clients’ branding and specific needs in mind. Completely integrated with accounting data and reporting.
What questions should you be asking when looking at Investor Portals?
Is it mobile friendly, TODAY?
60% of total web vists are currenlty from mobile/tablet devices vs desktop. This isn’t a new requirement, if a vendor hasn’t prioritized it yet - why?
Can I share more than just documents? Dynamic data? Contact/investor info?
Technology exists to create more efficiency. An Investor Portal should act as a front-line defence on investor support queries. Is a document sharing site actually providing any ROI?
How are your users’ credentials kept secure?
A majority of cyber crimes today start with a phishing attack and high net worth individuals are prime targets. We use state of the art security, including MFA and SSO identity services to ensure we can maximize efficiency while reducing risk of bad actors.
What kind of stress testing have you done?
Pennetration testing usually gets a lot of attention, but there are a lot of reports of investor portal crashes because it can’t handle the volume of simultaneous visitors after quarter end financials are posted.
Do you have powerful contextual search?
We have the ability for users to search within their documents (including inside the document itself). This makes searching for documents specific to individual investments or events much easier!
Our products are one interconnected ecosystem
Entrilia is a robust, high-tech, interconnected ecosystem. Which allows us to display and update data in all products simultaneously and in real time!
BECOME A PARTNER OF ENTRILIA
Partner with us today to realize the potential that next-gen technology can provide your firm's operations!
We listen, be heard
We are actively building features and automation that benefit our clients. Becoming a client today will give you an unprecedented voice in the shape of the next-gen operations platform. A truly unique opportunity!
Benefit from our energy, knowledge and network
We’re committed to building a community of users who know the problems of the industry and want to find solutions together.
Take advantage of our service team
Our team of experienced professionals can create a customized implementation plan that empowers your use of our robust platform. This includes importing your data to automating your existing report layouts!
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