Wth Betty Blocks, your investor portal becomes more than just a reporting tool; it becomes a strategic asset for relationship management and growth. Whether you manage private equity, venture capital, or real estate funds, a custom web portal is an excellent asset for both private and corporate entities. Build your custom investor portal with generative AI and rock-solid low-code compliance in Betty Blocks.
Build a financial portal to support your next investment project:
Enrich any CRM system with a custom investor portal
Build a branded investor portal for private equity firms
Extend business websites with a bespoke real estate portal
Transparency, personalization, and speed are no longer optional when it comes to building apps. Low-code platforms like Betty Blocks give financial organizations the power to respond quickly to investor demands and market shifts, all while maintaining the highest security and compliance standards.
Segment user profiles as needed, allow for personal customization, and unlock self-service round the clock.
Connect your business with Limited Partners through a branded private equity portal.
Gain better oversight with real-time analytics and automated workflows.quizzes and milestones.
Offer a centralized platform for fund information, intercommunication, and performance reports.
Track the progress of real estate investments with on-demand access to critical resources and dashboards.
Give users the option to settle bills, send requests, and access financial statements.
Under the hood of Betty Blocks, you will find a powerful AI co-pilot who is ready to assist users in building their business solutions. Ask it to instantly create an entirely bespoke user interface, sporting your personalized brand to a T. You can even upload a screenshot of what you want your investor portal to look like, and the AI will copy your requirements using platform-native building blocks that can be reused or refined as needed.
Leverage next-gen AI for BPM to help improve complex business processes. Create secure investment portals for online platforms that can be accessed from anywhere with an internet connection. While compliance is often the most complicated part of building financial portal software, Betty Blocks leverages an AI model trained on BPMN 2.0 standards to ensure that the right business processes are in place with the proper data security measures.
The best investor portal software integrates seamlessly with your existing stack. Connect to tools like Salesforce, eFront, Allvue, or Power BI. Opt for out-of-the-box connectors or create your own remote data models with GraphQL in the platform. Thanks to the platform’s open architecture, integrations are straightforward and future-proof, giving IT departments full flexibility to extend functionality as business needs evolve.
Strengthen portal compliance standards with user governance configurations, such as permissions, controlled access, SSO, and two-factor authentication. No matter your industry, a Betty Blocks application is flexible enough to keep up with regulatory demands. Enhance operational efficiency across investor relations, accounting, and compliance teams.
Build a custom investor portal that connects with your entire software suite
