Investors see their money working — without calling you.
Give investors a professional view of their portfolio: every position, every distribution, statements and tax slips — plus new deal offers they can respond to online.
What investors can do
Step by step
- Invite the investorFrom their lender profile.
- They sign in securelyPassword plus code; step-up for sensitive changes.
- They review and respondPositions, distributions and offers.
- Staff approve requestsBanking changes need two people.
What changes
- A professional investor experience
- Faster deal placement
- Fewer statement requests
Used by
- Investors
- Investor relations
Capabilities
Portfolio summary
Capital and positions.
Distributions
With CSV export.
Statements and tax slips
Always available.
Deal offers
Accept or decline online.
Renewal consent
Renew or exit at maturity.
Privacy
Investors see only their own positions — never borrower details.
Questions about investor portal
Do investors see borrower information?
No. Investors see their own positions and payments only.
Works together with
Investor distributions
Pay each investor their share of interest collected at their own rate, hold shares on unpaid loans, apply management and referral fees and pay by EFT or cheque.
Learn more →Investor statements & T5s
Lender statements for every distribution, annual statements and T5 preparation from interest actually paid, with the $50 threshold applied.
Learn more →Lender & investor management
Lender and investor profiles with capital committed, deployed and available, positions by loan, sub-investors, payout preferences and banking with two-person changes.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.