A login per sponsor
Each sponsor runs its own portal, so an investor with four deals has four places to look.
Who this is for
What advisors run into today.
Sponsor portals show one sponsor's deals, and your clients invest with several.
K-1s buried in email
Tax season means forwarding documents one by one and answering where last year's went.
Households, many accounts
A couple, their trust and an IRA are one relationship to you and three records to everyone else.
Some clients want a call
Plenty of investors will never log in, and they still deserve the same checked update as everyone else.
Our approach
A clearer path from challenge to outcome.
Investors see what was approved and sent to them, and nothing else.
All holdings together
Every position across sponsors with the total funded, and the latest update's first sentence on each card.
Performance over time
Each investment charted across every published update, beside the original projection when your firm allows it.
Documents first
Tax documents at the top, audited financials beside them, each placed in the portal by an approver.
Questions tied to updates
An investor asks about a sentence and you see exactly which version and section they read.
Ways we can help
What investors get
01
One sign-in for the household
A person sees every account they are a party to, from joint accounts to trusts.
02
Holdings before the first update
A position your team has verified shows its commitment and funding from day one, when your policy allows.
03
Their own documents only
A K-1 filed for one investor shows in that investor's portal and nowhere else.
04
Paper when they prefer it
The same frozen copy as a printable page for clients who read their mail at the kitchen table.
Getting started
A simple path from first conversation to real traction.
Import holdings
Bring in your holdings spreadsheet and verify each position against the sponsor's records.
Invite investors
Each investor joins by invitation link with access to their own accounts alone.
Place documents
An approver puts tax documents and audited financials in the portal for a deal or one investor.
Publish updates
Every approved update lands in each recipient's portal as their own copy.
Next step
See your own deals reported the way investors want to read them.
Send Dave a recent sponsor package and he will walk you through the update WealthInsight builds from it.
A short walkthrough with one of your own deals is the fastest way to judge the fit.
Talk to Dave