Fund administrator portals: API, MCP and document access compared
Fund administrator portals are run by the administrator itself, so an investor in several funds with the same administrator usually meets one portal for all of them. The registry lists 10 fund administrator portals. An API is offered by 1 of 10, partner only; for 8 it is unknown. No entry records an MCP server; for 8 it is unknown. Difficulty ratings for investor access run from 3 to 5 out of 5 (1 rated 3, 8 rated 4, 1 rated 5). Lower is easier. The research records no investor-side API in this category.
| Portal | Vendor | API | MCP | SFTP | Difficulty | Automation |
|---|---|---|---|---|---|---|
 Alter Domus CorPro | Alter Domus | Partner only | Unknown | Unknown | 4 / 5 | Unknown (terms not checked) |
| CCitcoOne | Citco | Unknown | Unknown | Unknown | 4 / 5 | Unknown (terms not checked) |
 CSC ViewPoint | CSC | Unknown | Unknown | Unknown | 4 / 5 | Unknown (terms not checked) |
 Finventions Investment Portal | Finventions | Not offered | Not offered | Unknown | 4 / 5 | Unknown (terms not checked) |
 FundPanel Investor Portal (Aduro Advisors) | Aduro Advisors | Unknown | Unknown | Unknown | 4 / 5 | Unknown (terms not checked) |
 Gen II Sensr Portal | Gen II Fund Services | Unknown | Unknown | Unknown | 4 / 5 | Unknown (terms not checked) |
 IQ-EQ Cosmos | IQ-EQ | Unknown | Unknown | Unknown | 3 / 5 | Unknown (terms not checked) |
 SS&C Investor Services Portal (GlobeOp) | SS&C Technologies | Unknown | Unknown | Unknown | 4 / 5 | Unknown (terms not checked) |
 Universal Investment PowerPortal | Universal Investment | Unknown | Not offered | Unknown | 4 / 5 | Unknown (terms not checked) |
 Vistra VFunds | Vistra | Unknown | Unknown | Unknown | 5 / 5 | Unknown (terms not checked) |
Difficulty is the registry's own rating of how hard it is for an investor to get documents out programmatically, from 1 (documented self-serve API) to 5 (web access only with MFA, view only). Each entry page explains the rating, lists the access channels and gives practical routes for investors.
Vendors can correct their entry by pull request or email.