Investor portfolio
Investor portfolio
Build stronger relationships and trust with investors without adding extra work.
Give investors a dedicated portfolio for their holdings
Approve equity events and see how affected investor portfolios update automatically. Avoid ownership questions in your inbox. Create transparency and trust - with no extra admin work.
Clear and accessible ownership
Investors can see exactly what they own - number of shares, ownership percentage, and any options - directly from the source of truth. No uncertainty. No need to search through old emails or agreements.
Simple and secure investor login
When the share ledger is set up in Kvanta, investors get immediate access to their holdings via BankID — with no manual handling. A simple, secure, and professional experience that strengthens trust.