A secure portal for your investors.
A fully integrated investor portal: dashboard with live metrics, subscriptions, contracts, invoices, document requests, KYC onboarding, securities subscription, a profit calculator, and support - all in the investor's preferred language.
Dashboard
Total investment, interest earned, and paid-out interest in clear metric cards, plus open document requests at a glance.
Subscriptions
All subscriptions across bonds, notes, equity, and structured products with units, amounts, fees, and live status.
Contracts
View and download signed contracts as PDF, with active or ended status at a glance.
Invoices
Every invoice with open, paid, or overdue status and the open amount, downloadable as PDF.
Document Requests
Structured upload checklists in the recipient's language, with multi-file slots and instant accept/reject feedback.
KYC Onboarding
A guided identity-verification wizard for individuals and companies, gated by a one-time code.
Securities & Subscribe
Public offering pages where investors browse securities and submit a subscription application online.
Profit Calculator
An interactive tool comparing projected returns against real bank value after inflation.
Support Requests
A built-in, spam-protected contact form so users can reach your team without leaving the portal.