What's included in every plan?
All plans include full access to every module — fund accounting, capital activity, investor portal, portfolio monitoring, financial reporting, allocations, and bank-feed.
Are there any per-user or per-investor fees?
No. You can invite as many investors and team members as you need.
How does the free trial work?
Sign up and use Portled for 1 month at no cost. No credit card required upfront. At the end of your trial, choose the plan that works for you.