LemonEdge Investor Portal
Give investors and stakeholders secure, real-time access to data, fund notices, statements and reports and remove the need to email, with the LemonEdge Portal.
Customisable dashboards, reporting and document sharing
Reduce the burden of email
Sharing sensitive information via email is a security risk and an inconvenience. LemonEdge’s Portal enables self-service, while providing accurate and real-time information in a secure way.
A native portal solution, that’s fully brandable
Our brandable portal is native to LemonEdge, meaning it hasn’t been bolted on using a third-party solution. As such, it doesn’t suffer from interfacing or compatibility issues, and we have the freedom to customise the default style based on your preferences.
Share more with LemonEdge
Bespoke dashboards
Clear and concise dashboards to share key information.
Share documents
Secure document sharing — there’s no need to email notices or financial statements again.adobe
Announcements and News
Keep your investors and their advisors in the loop, with a personalised newsfeed.
Fully brandable
Create an on-brand experience for your stakeholders.
Monitor usage
Keep tabs on how often and when users are accessing information.
3rd party data
External data brought into LemonEdge can be shared in the portal.
See the future of fund accounting
Just some of what we’re excited to show you:
Tell us about you and your firm, and we’ll come straight back to you to schedule a personalised demo.
A proven alternative to legacy systems
"LemonEdge has proven market-leading capabilities that will enable the continuing evolution of our operations to become agile, efficient and able to add further value to our investors.”
Guillaume de Malliard, COO and Partner at Astorg Group
LemonEdge featured in The Commonwealth at 75 as a standout organisation shaping the Commonwealth
Frequently asked questions
Yes, the portal has the same full IT security as the main accounting/admin system, indeed it is designed/built on the same architecture.
As the portal is designed/built on the same architecture as the main system that common technology is used to upload main system documents/data to the portal.
No, the portal is separately priced, based on numbers of users/funds.
The portal is accessed using email addresses of users. Those email addresses together with the associated user IDs/passwords are managed on the main system, using the same industry standard IT security technology. The details are automatically communicated to the portal ready for investors/stakeholders to use.
Groups of portal users are managed centrally on the main LemonEdge system.
Customisation of the portal is normally actioned by the LemonEdge implementation team working with you, though it is possible for users to be trained to undertake further customisations themselves.
Depending on the precise documents to be uploaded the LemonEdge team will work with you to upload external documents.
Still have questions?
Request a demo and we'll answer them.