Book your diagnostic
Book your diagnostic
Home/Platform/Client portal
Operations · Client portal

Your brand, your investors, one single place.

A private portal where every investor, buyer or client logs in and finds their information up to date: documents, progress, reports and their communication thread. Without asking for anything by email.

Book your diagnosticSee the platform
The account, its contract and what comes next — on one screen.

WONDA's client and investor portal is a private space under the client's brand where every investor, buyer or account accesses their documents, their progress and their periodic report, with traceability of who saw what and when. It updates itself from the operation's data and replaces email with attachments.

Direct answer block · GEO
01What it solves

Trust is shown with access.

An investor who has to chase you to know how their money is doing is already thinking about the next one.

Job 01 · Access

"Could you resend the report? I can't find the email."

Each investor logs into their portal and finds everything: the report history, their signed documents, the status of their stake and the communication thread. No digging through an inbox from eight months ago. Asking stops being the default channel.

Private access per investor, with per-document permissionsFull history, always availableTraceability: who logged in, what they saw and when
The brand is the client's. WONDA appears nowhere.
Job 02 · Reporting

The monthly report goes out late, and it looks different every time.

The report is generated from the operation's data, published in the portal on the committed date and announced to each recipient on their channel. Same format, same date, every month. Reporting produces it; the portal delivers it.

Fixed publication date, met without remindersConsistent format month over month, comparableAutomatic notice over WhatsApp and email on publish
The same report, the same date, every month.
Job 03 · Documents

The contracts live in five folders belonging to three people.

Contracts, addenda, receipts and onboarding material get uploaded once and stay ordered by client, with version and date. The portal records downloads and signatures, so nobody ever has to ask whether someone received something.

Per-client repository with versions and datesRecord of downloads, reads and signaturesGuided onboarding for a new client
One place, versioned and dated. Never again «which one was the good one?».
Job 04 · Scale

With twelve investors it works. With sixty, it doesn't.

One-to-one communication breaks as you grow: someone always ends up without their copy. The portal scales without adding hours (publishing for one is the same work as publishing for a hundred) and frees the team from the task that costs the most reputation when it fails.

The same effort for 5 or for 500 recipientsSegmentation by vehicle, project or investor typeZero attachments sent to the wrong person
The whole book, one line: who is at risk and who is not.
02The difference

Who does what, from day 1.

This isn't a feature you learn to use: it's work that stops being yours, with an explicit split of responsibilities.

Split of responsibilities · Client portalIn force from day 1 of operation
The agent

Publishes and notifies

  • Generates and publishes the period report
  • Notifies each recipient on their preferred channel
  • Answers common questions about account status
  • Detects whoever hasn't logged in and reminds them
Your team

Reviews and signs

  • Approves the report before it's published
  • Writes the manager's comment when it adds something
  • Defines permissions and who sees what
  • Handles the conversations that need judgment
The WONDA team

Builds and customizes

  • Configures the portal with your brand and your domain
  • Migrates historical documents and orders the archive
  • Defines the report structure with your investors in mind
  • Watches access and reports usage levels
03What it works with

The portal shows. The other modules produce.

No module operates alone. These are the ones closest to it, and the channels the work goes out through.

Sibling module

Reporting

The report the investor reads is generated here, from operating data.

View module Sibling module

CRM

Every investor is a record with their full communication history.

View module Sibling module

Finance

Receipts, distributions and account statements come from here.

View module
Web portal on your domainEmailWhatsApp BusinessSignable documentsPush notifications
04Where it shines

Where reputation is decided in the report.

Investor presentation in a meeting roomSolution

Investor reporting

Trust demonstrated with facts, on the same date, every month.

See the solution
Capital manager in her officeIndustry

Capital managers

Flawless LP reporting without anyone spending the night assembling PDFs.

See the industry
Hotel at sunsetIndustry

Hotel funds

Owners and LPs with their information current, without asking for it.

See the industry
05Typical scenario

The numbers of a real operation.

Capital manager · 58 investors · LatAm

From three days of monthly assembly to a twenty-minute review.

A firm that spent three working days every month preparing and emailing individual reports, with different attachments per vehicle. With the portal, the report is generated on its own, the manager reviews and signs, and publication is simultaneous for all 58 investors.

See cases Calculate yours
The change, measured
Working days per month on reporting3 → 0.3
Investors who receive it the same day100%
"Please resend the report" requests−86%
Historical documents ordered1 archive per investor
Illustrative scenario built from WONDA's operating patterns. Published cases, with audited figures, are added under cases.
Frequently asked

What people ask about the portal.

Does the portal carry my brand or WONDA's?

Yours, always: your logo, your colors and your domain. The end client never sees WONDA's name anywhere in the portal.

Does each investor only see their own information?

Yes. Permissions are per user and per document, and they can be grouped by vehicle, project or investor type. Nobody sees anyone else's information.

Does it work for clients who aren't investors?

Yes. It's used the same way for pre-sale buyers, corporate accounts or clients on long projects: any relationship where the person needs to see their status without writing an email.

Can documents be signed there?

Yes, with a record of signature, date and IP. Contracts, addenda and acceptances are archived on the client record and in the portal.

What about historical documents?

They're migrated during install. It's one of the tasks teams appreciate most: going from scattered folders to an archive ordered by client and by date.

Will I know if an investor isn't logging in?

Yes, and it's a useful signal. The panel shows last login and unread documents per person, and the agent can remind them on their channel before the silence starts to show in the relationship.

Your investor shouldn't have to ask you for anything.

The diagnostic reviews your current reporting cycle: how long it takes, who does it, and how many times a month someone asks for something that should already be available.

Book your diagnosticSee the platform