Statements, tax documents, and fund updates in one branded portal — fed by the same data your team already works from.
No self-serve way to check a balance, find a tax document, or see fund performance — so your team fields the same "where's my statement" question over and over, and building a real portal yourself means a custom development project.
Fund and loan data updates inside Tyndall.
The investor portal reflects it automatically — no manual publishing.
Investors self-serve instead of emailing your team.
From a simple statement-viewing portal to fully self-serve onboarding and subscriptions.
The stated price reflects an 8 module discount. Subscribing to 3+ modules unlocks a volume discount applied across your full platform.
Connected to fund administration and compliance, it becomes the investor's front door to everything.
Statements appear the moment they're generated — no manual posting.
New investors complete KYC inside the same portal they'll use going forward.
Drive investors into the portal with targeted notifications.
Fewer "where's my statement" emails to your team.
Investor self-service at scale, across every fund.
A modern investor experience without a dev team.
See what a branded investor experience looks like on your data.