Investor reporting platforms: API, MCP and document access compared
Reporting platforms collect, aggregate or analyse investor data across funds, often on the investor side rather than the fund side. The registry lists 5 investor reporting platforms. An API is offered by 5 of 5 (2 available, 3 partner only). An MCP server is offered by 3 of 5 (1 available, 1 beta, 1 partner only); for 1 it is unknown. Difficulty ratings for investor access run from 2 to 4 out of 5 (2 rated 2, 2 rated 3, 1 rated 4). Lower is easier. The research records an investor-side API for Arch, Chronograph LP and MSCI Private i (Burgiss).
| Portal | Vendor | API | MCP | SFTP | Difficulty | Automation |
|---|---|---|---|---|---|---|
 Addepar Client Portal | Addepar, Inc. | Available | Beta | Unknown | 3 / 5 | Unknown (terms not checked) |
 Arch | Arch Labs, Inc. | Available | Not offered | Partner only | 2 / 5 | Unknown (terms not checked) |
| CChronograph LP | Chronograph | Partner only | Available | Unknown | 2 / 5 | Permitted |
 MSCI Private i (Burgiss) | MSCI | Partner only | Unknown | Unknown | 3 / 5 | Unknown (terms not checked) |
 S&P Global iLEVEL | S&P Global Market Intelligence | Partner only | Partner only | Unknown | 4 / 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.