NAVCalc Client Portal

Today, it’s no longer about whether you have a client portal – but how well it works. Your investors expect more than just returns. Client portal is the bridge between you and your investors.

NAVCalc software suite illustration

NAVCalc Client Portal

Clear investor communication. Transparency that builds trust.

Today, the real difference is no longer whether you offer a client portal - but how well it works, how intuitive it is, and the experience it delivers to investors.

Investors expect more than returns. They want confidence that their capital is managed professionally, clear visibility into their investments, and the ability to verify information at any time - online, in a structured way, and without unnecessary back-and-forth.

The NAVCalc Client Portal provides exactly that. It creates a direct, reliable connection between fund managers and investors, turning transparency, accessibility, and communication into a tangible competitive advantage.

How the Client Portal Creates Value:

  • Clear and efficient investor communication. Investors always have access to up-to-date, structured information - available anytime, from anywhere.
  • Support for fundraising and distribution. When information is instantly available, decisions are faster and friction is reduced across the distribution network..
  • Time savings across the entire team. The portal simplifies work for sales, client service, portfolio managers, and back office teams.
  • Automated information flow. Data is distributed automatically from the management company to investors and across the distribution chain - without manual effort.
  • Notifications and statements without extra workload. Statements, alerts, and updates are delivered automatically, with no operational overhead.

Want to see how the Client Portal could work for your fund?

We’ll be happy to show you a live demo and prepare a tailored proposal based on your fund structure and investor base.

Main Features

Boosts Sales and Streamlines Fundraising

Investors always have access to key information—instantly and without barriers—building trust and increasing conversion.

User Analytics for Targeted Outreach

See what your investors are interested in and where they spend their time—get clear signals on when and with whom to engage.

Permanent Investor Access to Data

Investors enjoy always-on, clear, and structured access to their portfolios and investment performance.

Automated Communication and Reporting

Notifications, statements, and alerts are sent automatically—no manual work, no delays.

AI Module for Smart Personalization and Support

AI powers personalized communication, a knowledge base, and a CRM system to enhance both client service and internal efficiency.

Support for the Entire Team

Simplifies workflows for sales, client service, portfolio managers, and back office by centralizing communication and data access.

Our Solution

Discover modular tools that solve real needs for fund managers and administrators.

NAVCalc Bug logo

NAVCalc Client Portal

Today, it’s no longer about whether you have a client portal – but how well it works. Your investors expect more than just returns. Client portal is the bridge between you and your investors.