Pro Portal
The online tool offering investment managers confidence and clarity in investor oversight
The Pro Portal provides back-office support at the level you choose
Pro Portal is our secure, online suite where you can see and manage all of your Equity Trust investors in one place and track them throughout the lifespan of your investment offering.
Visibility
On-demand visibility of your investor's progress through your own secure client portal — made specifically for investment managers.
Always On Access
While we love talking to you, you probably would rather access the information you want on your schedule. It's here for you 24/7.
Secure
Our systems are built to the highest standards of security to protect your information and our clients' information.
No password needed
As part of our new higher security standards, we use a key system rather than a password to provide you access.
Team Support
You give access to the team members you want managing your investors. This system is like a full back office suite for your IRA investors.
Fund Documents Secured
Our vision is to be able to help you raise capital faster. We host your fund documents on our platform so when new investors onboard, the path is smooth and you always know where each investor is in the process.
Wire Instructions
Manage your wire instructions in our portal so that in one step, you provide the information for all your IRA investors.
Distributions
You can initiate distributions and track their progress for all investors in one place.
Covering the lifecycle of your offering
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THE BIG PICTURE
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DETAILS MATTER
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TRACK THE FUNDS
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TIMING IS EVERYTHING
Management Level Access
The Pro Portal is a suite where you can see and manage all of your investors. The value is in the oversight it provides. You see all investors in one place and track them throughout the lifespan of your investment offering.
Information Provides Clarity
In some cases, investors with Roth IRA's have different needs and goals than those with Traditional IRAs. Sometimes people with a large investment have different priorities than those with less. When you can view and sort your investors by all these factors, you can understand where they fit in with your goals and where you fit in with them.
Your private accounting suite
You can track money movement in and out of your fund and manage your banking information inside the Pro Portal.
Investors' needs change over the timeline of the investment
There will be times throughout your offering that will be more hands-on than others. This tool is invaluable during onboarding of new investors, during distributions, and at close-out, allowing you to ensure accuracy and timeliness on behalf of your investors.