Portal Solutions for Financial Services
Secure portals for investor communications, client reporting, shareholder governance, and regulatory compliance. SOC 2 certified with bank-level encryption.
Built for Financial Services Firms
Everything you need to deliver secure, compliant portal experiences for investors, shareholders, and clients.
Investor Data Room
Secure due diligence documents, cap tables, and financial metrics for fundraising and investor relations.
Shareholder Portal
Proxy voting, annual reports, dividend information, and SEC filings in one secure shareholder hub.
Client Reporting Portal
Portfolio performance, statements, and tax documents for wealth management and advisory clients.
Fund Administration
LP reporting, capital calls, distributions, and K-1 delivery for fund managers and general partners.
Board & Governance
Board materials, voting, and compliance tools purpose-built for financial institution boards.
Compliance Dashboard
Regulatory filings, audit trails, and certification tracking to stay ahead of compliance requirements.
Built for Every Financial Services Firm
From wealth management to private equity to banking, create secure portals tailored to your clients and stakeholders.
Wealth Management & Advisory
- Branded client portals for each account
- Portfolio reporting and performance dashboards
- Secure document sharing and e-signatures
- Tax document delivery and archiving
Private Equity & Venture Capital
- Investor data rooms for due diligence
- LP reporting and quarterly updates
- Fund portals with capital call tracking
- K-1 distribution and document management
Banks & Credit Unions
- Shareholder portals for annual meetings
- Board governance and meeting materials
- Compliance tracking and audit trails
- Regulatory filing management
"AppDeck replaced our patchwork of shared drives and email attachments with a professional investor portal. Our LPs love the self-service access to quarterly reports and K-1s, and our compliance team finally has the audit trail they need."
Related Portal Solutions
Explore other portal types that might fit your needs
Investor Data Room
Secure data rooms for due diligence, fundraising, and investor communications.
View ProductShareholder Portal
Shareholder communications, proxy voting, and governance in one portal.
View ProductExecutive Dashboard
Real-time financial metrics and KPI dashboards for leadership teams.
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