Meet the New Standard of Investor Expectations
Digital technology has raised the bar and created a new cost of doing business. Your clients now expect self-service tools, secure document storage and anytime, anywhere mobile access.
Using our Real Estate Investor Portal, Wipfli helps growing real estate organizations shift from time-intensive spreadsheets into a more scalable, secure solution that delivers on today’s investor standards. Grow your business without growing headcount and give your clients the visibility and confidence they need to increase their investment.
Our portal is designed to improve the investor experience while simultaneously reducing back-office administration. You can use it to:
- Modernize investor relationships
- Simplify investment management
- Improve transparency
- Reduce investor support time
- Safeguard investor data
- Streamline IT
Reach out to learn more about how the Wipfli investor portal can help your real estate firm retain investors and grow your business.
Featured Thought Leader
Matt Gelb, VTSP, MCTS
With over 20 years of experience, Matt Gelb provides business analysis and project management services for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).
Luis J. Murgas
Luis Murgas is the U.S. leader of SpiderLogic, a division of Wipfli LLP specializing in customized software solutions. He is a transformational leader and innovator with experience in software solutions and information technology (IT) in a variety of industries.
