Investor Portal
Give every stakeholder a tailored view — investors see their portfolio, partners see their commissions, admins see everything.
The Problem
Investors expect real-time access to their portfolio data, documents, and communications. Sending quarterly emails with PDF attachments is no longer institutional-grade.
The Solution
Stak provides a branded portal where every user sees exactly what they should. Investors view their portfolio and download documents. Partners track commissions. Admins manage everything.
Key Capabilities
- Role-based views: Investor, External Partner, Internal Partner, Admin
- Branded portal with custom logo, colors, and domain
- Real-time portfolio valuations and metrics
- Document access (confirmation letters, annual reports)
- Activity feed with notifications
- Mobile-optimized responsive design
- Secure login with 2FA/TOTP
Data Collections
UsersRolesPermissionsPortal SettingsBranding
See the Investor Portal
See how portal works with real data in our interactive demo.