Many asset management firms have adopted, or are considering adopting, an investor portal to streamline investor report delivery. Investor Portal software may be an add-on function of investor reporting software. Client managers upload reports after review and that is often the end of the process. The same client managers also email these reports to clients because the client see little value in logging in to the portal to download reports. Client adoption is typically low because your portal is not providing the value investors seek.
If report delivery is the sole function of your firm’s investor portal, you will have accomplished operational efficiency and possibly increased your investor engagement, but you may be missing an important new channel to drive investor engagement, streamline operations and support marketing efforts.
