Investment Management Software

Automate your investment business operations to increase efficiency, gather and analyse important data to source and close more deals online.

Admin Back Office Investment Management Software

Admin back office

Organize your team depending on their responsibilities. Assign the required permissions to different staff members to mirror your existing corporate structure and business operations. 

Your team will be able to:

  • Manage deals and offerings
  • Manage transactions
  • Manage investors & fundraisers
  • Sign and exchange documents
  • Set up fees and commissions, etc.

 

Learn more about the admin panel
Investor portal by LenderKit

Investor portal

Allow investors to access your alternative investment platform and choose offerings to invest into. Some of the investor portal features allow to:

  • Set up auto-investments
  • View transaction history 
  • Manage wallets 
  • Browse and invest in offerings
  • Communicate with a fundraiser, etc.
Explore the investor portal

Alternative investment management software for your needs

Expand your existing operations
Expand your existing operations

Enter the new markets with a powerful investment management automation tool to grow your customer base and market share.

Start a new investment management platform
Start a new investment management platform

Launch a fresh investment management platform and pitch to the board to raise funds or present to the regulator for compliance.

Migrate from your current software provider
Migrate from your current software provider

Feel like you’ve spent a lot of resources with your current provider but haven’t moved an inch? Try LenderKit to restart.

Adapt to any regulation

Alternative asset management platforms powered by LenderKit are operating under various regulations in the USA, UK, and the MENA region.

Our team will tailor your investment management software to fit the required compliance framework.

Offering type selection

Structure capital stack

LenderKit allows you to combine debt, equity and donation investment flows in one platform. 

This should help you structure the investments and provide more diverse offerings to your investors and companies that raise capital on your crowdfunding platform. 

Fees - investment management

Integrate online payments

Connect an online payment gateway for efficient fund and investment management or integrate an app like Plaid to connect multiple bank accounts. 

A reliable third-party tool like AssemblyPayments or Lemonway will allow you to use LenderKit not only as an online ledger but also as an automated investment money management software. You’ll be able to:

  • Set up fees
  • Manage client’s money 
  • Process payments online, etc.

Ready to build your investment management platform?

Contact manager