InvestorVision™ Redefining the investor portal experience
In a competitive landscape, limited partners (LPs) demand the highest level of transparency from general partners (GPs). SS&C Intralinks is revolutionizing investor communication with InvestorVision, our fast, intuitive investor portal for streamlined fund reporting.
See why our clients recommend the Intralinks investor portal
We use InvestorVision for financial reports, capital calls and distributions. We also have our legal docs on there so investors can access them easily.
Amy Stremmel
Chief Financial Officer, HCI Equity
We really appreciate how much more organized our documents are since the transition to InvestorVision.
Golden Gate Capital
Intralinks is what half the investors in the world use. It is easy to use and very straightforward.
Small business financial services company
How does InvestorVision compare?
When it comes to meeting the constant demand from investors for more reporting and visibility into day-to-day fund operations, you need an investor portal that can deliver. Evaluate your investor reporting portal carefully to make sure it can withstand the rigor of providing your LPs with the business-critical information they need and the transparency they require.
| Category | Feature | InvestorVision | Primary Competitor |
|---|---|---|---|
| Data & Transparency | LPs can access data of their invested funds and underlying holdings | ●●●●● | ●●●●○ |
| Global standardized reporting ILPA templates embedded | ●●●●● | ●●○○○ | |
| View information across all funds and GPs - in one place, with one login | |||
| Integrated account data | ●●●●● | ●●●○○ | |
| Productivity | End-to-end solution for fundraising, investor onboarding, investor reporting, accounting, fund administration, and portfolio management | ||
| Timely, accurate reporting | ●●●●● | ●●●○○ | |
| Frictionless adoption | ●●●●● | ●●○○○ | |
| Experience | Hosts the largest community of GPs and LPs | ||
| Ease of Use | Web-based filesplit | ●●●●● | ●●●●○ |
| Single login | |||
| Intuitive user interface | ●●●●● | ●●○○○ | |
| Seamless workflow | ●●●●● | ●○○○○ | |
| Access portal anytime, from any mobile device | ●●●●● | ●○○○○ | |
| Customer Experience | Comprehensive 24/7 support in 140+ languages | ||
| Dedicated project managers | ●●●●● | ●●○○○ | |
| Product roadmap clarity | ●●●●● | ●○○○○ | |
| Security | ISO 27701 certification | ||
| Bank-grade security | ●●●●● | ●○○○○ | |
| Automatic audit trails | ●●●●● | ●○○○○ | |
| No downloads | |||
| See More | |||
| See Less | |||
Don’t wait to upgrade to InvestorVision
Modernize your alternative investments business and win LPs over with our next-gen investor portal. Transform your investor communications and fund reporting by delivering frictionless access to critical fund data quickly and securely.
Timely and accurate reporting
Gain valuable insights for informed, strategic decision-making with advanced data and reporting tools
Enhanced analysis speed
Simplify and streamline investor tracking and investment management across funds, using standardized ILPA templates, resulting in faster analysis
Seamless workflows
Effectively manage investor relations activities through simplified LP user management, providing an enhanced user experience for your investors
FAQ
Is InvestorVision available as a standalone solution or is it part of a packaged solution?
Both. InvestorVision can be offered as both a standalone solution or as part of FundCentre™, our fully integrated platform that streamlines the entire fund lifecycle — from fundraising, marketing and investor onboarding to reporting. As a standalone solution, InvestorVision empowers investor relations teams to enhance their investor reporting and communications with an intuitive, branded, and data-centered investor portal.
Why should I choose InvestorVision?
InvestorVision is built for private equity firms to easily provide their investors with the investment data they need. By choosing InvestorVision, you’ll join a trusted platform used daily by thousands of LPs and GPs.
- End-to-end solution: Our fully integrated suite of solutions enables you to manage your fund’s front office operations. Each module can be used independently or together, delivering a unified experience to your investor, with the flexibility to scale as your business grows.
- Proven industry : With over 3,000 fund managers from private equity, real estate, hedge funds and venture capital — and 515,000 limited partners logging in daily — Intralinks is the only provider with the largest community of alternative investment professionals.
- Seamless integration: Access a comprehensive API library and connect effortlessly with any solution within the Intralinks ecosystem as well as your existing tools, including fund accounting systems and CRM platforms.
Is the Intralinks investor portal customizable?
Yes. InvestorVision offers flexibility and customization options to meet the unique needs of fund managers and investors. Fund managers can use the solution’s portal branding features to differentiate their firm, personalizing the investor portal with their logo, brand colors and messaging.
What kind of customer support is available?
Intralinks provides world-class, 24/7 global support to ensure a seamless experience. Upon onboarding, you’ll get:
- A dedicated customer success manager to assist and guide you through setup and implementation
- Comprehensive training for fund managers to maximize the platform’s potential
- Continuous access to live chat, email and phone support for any issues or questions
Why InvestorVision?
- Single login across all funds
- Best-in-class customer service
- Bank-grade security
- Easy adoption