Global Star Investor Policy Portal

The problem

A secure investor portal built for a life settlements investment business to help investors track policy investments, premium obligations, ownership percentages, payment history, and portfolio performance in one centralized system. The platform provides investors with transparent visibility into policy-level activity while allowing the internal team to manage policies, upload documents, generate payment notifications, and automate recurring premium billing workflows. The portal was designed with a strong focus on compliance, privacy protection, investor transparency, and operational efficiency. Features include policy dashboards, ACH payment setup, automated invoice generation, premium tracking, investor portfolio summaries, document vaults, policy updates, and email notifications. The system also supports future expansion into projections, IRR modeling, and advanced scenario forecasting.

What we built

Developed a custom investor portal for a life settlements investment company using Softr, Stripe, and Make.com integrations. The platform allows investors to securely log in and view detailed information about their policy investments, including policy ID, face value, ownership percentage, purchase amount, payment obligations, policy status, and premium schedules. Investors can track historical payments, upcoming premium due dates, reserve balances, and policy-related notifications through a centralized dashboard.

The solution included portfolio-level reporting for investors holding multiple policies, providing visibility into total invested capital, diversification across policies, and overall payment exposure. A document vault was implemented for secure access to purchase agreements, legal disclosures, premium schedules, and tax documentation.

The internal admin system enables staff to create policies, assign investors, manage payment frequencies, update premiums quarterly, upload policy updates, and automate invoice generation. Email-based notification workflows were implemented for premium due reminders, policy updates, and payment confirmations. ACH and Stripe payment integrations were configured to support recurring investor contributions and transaction tracking.

Special attention was given to privacy and compliance by avoiding sensitive personally identifiable information and limiting insured data visibility to approved fields only. The architecture was designed to support future enhancements such as IRR calculations, scenario modeling, life expectancy forecasting, and advanced investment analytics.