A self-service portal for every investor.
A personalized My Investments experience covering commitments, transactions, distributions, documents, and support, with Advisor and Fund Manager views of every account.
Inside the investor portal
What investors see when they log in: dashboard, documents, and support, all self-service.
Position summary dashboard
Total commitment, funded, distributions, return of capital, and current balance, with portfolio breakdown by allocation and a trailing five-year distributions chart.
- Active investments and capital calls tabs
- Yearly distribution views from 1Y to ALL
- Account statement download
Tax and subscription document delivery
The back office publishes tax and subscription documents against the right account, profile, offering, and tax year. Investors view and download from the Documents Listing screen.
- Tax Document and Subscriptions tabs
- Filter by offering and tax year
- Upload once, delivered to the right investor
Executed subscription documents on record
Every subscription document sits against its offering with status and execution date: the paper trail of each commitment, one click from the dashboard.
In-portal support requests
Quick contact details, searchable FAQs, and ticketing. Investors raise a ticket and track its status on My Tickets without leaving the portal.
- Raise Ticket and My Tickets
- Browse issues by topic
- Support email and phone up front
Actual product screens, shown as configured and white-labeled for RedGram Wealth Management, an investment advisory firm running on EbixMeridian. Your firm gets the same portal under your own brand.