Fund performance, documents, and requests scattered across spreadsheets and inboxes slow your team down and test investor confidence. Betty Blocks generates a governed investor portal for private equity, venture capital, or real estate funds, connected to the systems you already run, with the access controls compliance requires.
Multi-User Onboarding
Add differentiating features to investor portals
Investors expect transparency, a personalized experience, and speed. Betty Blocks generates a portal that delivers all three, inside the security and compliance standards your firm already operates under.
Instant AI Generation
Generate your investor portal from a prompt
Describe your branding, user requirements, and compliance needs, and Betty Blocks generates a working portal design to match.
AI Interfaces
Generate a branded interface with with Genius AI
Ask the assistant to build an interface that matches your brand, or upload a screenshot of what you want it to look like. It builds the interface using platform components you can reuse or refine.
AI for BPM
AI-generated workflows, built for regulatory compliance
Compliance is often the hardest part of building financial portal software. Betty Blocks builds the business processes behind your portal with the data security and audit requirements your firm operates under already in place, not added after the fact.
Investment Portal Connection
Connect your investment portal to an existing website or CRM
Connect to the tools you already run, Salesforce, eFront, Allvue, Power BI, through pre-built connectors, or build your own with GraphQL. IT keeps the flexibility to extend the portal as your stack changes.
Compliance-ready
Compliance ready, wherever you operate
Permissions, controlled access, SSO, and two factor authentication are built into the portal from the start, not configured afterward. The same controls extend across investor relations, accounting, and compliance teams.
Functionalities
Why businesses need a customizable investor portal
AI generation lets firms move fast without giving up security or compliance. The result is a portal that changes how a firm operates and attracts new partners, cutting manual reporting through automation and giving investors real-time transparency instead of a quarterly PDF.
Connect with the fund management and investment tools you already use
Frequently Asked Questions
FAQ about building onboarding portals with Betty Blocks
Who benefits from a custom investor portal?
Any business looking to provide partners, external investors, internal users, or other parties with a solid interface where they can manage, track, and analyze their investment portfolio. Betty Blocks supports the creation of a wide range of financial solutions that even go beyond investor portals.
How to add an investor portal to a website?
Once you’re happy with the design of your investor portal, you can connect to any website’s backend using a remote model type.
How do I connect an investor portal made with Betty Blocks to an external tool?
You can securely import or connect to external tools, such as document management software, using a data model type.
Where can I get a demo of the Betty Blocks platform?
We offer a free demo of the platform - no strings attached. Alternatively, if you like the look and feel of the Betty Blocks platform, schedule a call with one of our platform experts at your convenience.
