Products: Portal

Captec Portal is a comprehensive marketing and IR technology solution for the asset management sector.

The system allows you to efficiently deliver all of your reporting and due diligence documentation to investors and prospects. Captec Portal enables you to communicate with investors more effectively.

Designed by market professionals, who understand the specific needs of the industry, Captec Portal has been developed with the user in mind. The system is built using the latest technologies, combined with a simple and intuitive user interface.



Deliver professional due diligence and reporting more efficiently. Replace time-consuming mail traffic. Ensure document version control. Easy to implement and manage.

Access Control

Ensure that different investors and prospects see correct documentation. Automate controls around accessibility, according to user group type and jurisdiction.


Monitor prospect and investor activity. Measure success in due-diligence and reporting. Push user information to Captec CRM to create workflow efficiencies.

Institutional infrastructure

Professional data room format. Adopt the appropriate look and feel of an institutional framework. Create the billion-dollar manager due diligence process.

Investor types

Extend to all investor types, including prospects. Meet consultant and institutional investor preferences. Expand to counterparties, PBs, compliance and HR.

Website integration

Integrate Portal seamlessly with your website. Match your brand and style. If you do not have a website, Captec can build you one as part of the Portal package.


Tier 1 security across the Captec technology platform.
Institutional compliance functionality and controls.


Server security

Ring-fence and protect your system data with institutional grade dedicated servers. Bring the system into your own infrastructure with our internal
system options.

Compliance functions

Audit and monitor all end-user activity. Set and automate controls around accessibility to ensure jurisdiction and fund-level compliance. Rule-based controls across data sets and user groups.

Back up and fail-over

Extract your data any time. Daily back-up and 7 year storage aligns your regulatory demands. Full fail-over functions ensure continual up-time.


Latest security encryption technologies applied dynamically and at rest. Secure access and log-in methodologies including two-factor authentication.