A self-service front office for every investor.
A personalized My Investments experience — commitments, transactions, distributions, documents, and support — with Advisor and Fund Manager views of every account.
The investor experience, screen by screen
What investors actually see when they log in — dashboard, documents, and support, all self-service.
The whole position on one screen
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 documents, delivered in-portal
The back office publishes tax documents 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.
Support that stays inside the platform
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.