Skip to content
English - United States
Submit a Ticket My Tickets
Email Ark Support
  • There are no suggestions because the search field is empty.

Going Live with a New Portal in ark

This guide outlines how to prepare for launch and go live with a new client portal in ark, including communication strategies and key actions to ensure a successful experience for your LP users.

Jump to a Section

What You’ll Learn

By the end of this guide, you’ll be able to:

  • Approve LP contacts and launch a portal

  • Understand what LPs will receive when approved

  • Communicate the switch to LPs in advance

  • Provide an overview of what LPs can access in the portal

Who Can Use This Feature

Only Ark Client Admin and Basic Admin users with access to the portal can approve contacts and manage go-live communication.

Step-by-Step: Preparing to Go Live

  1. Review and finalize all portal content (documents, transactions, capital accounts)

  2. Confirm LP contact records are accurate and tagged to the correct investors

  3. Draft a custom go-live announcement email using the template below

  4. Schedule portal launch and send the BCC announcement email just before contact approval

Step-by-Step: Approving Contacts

Contacts must be approved before they can access the portal. Once approved, they will receive a system-generated email with a password setup link.

Approve All Contacts in Bulk:

  1. Go to the Contacts tab

  2. Click action drop-down button next to Export All Approve All

Approve Contacts Individually:

  1. In the Contacts tab, click Approve next to each contact’s name

Once approved, users will receive the following system-generated email:

Subject: Welcome to [Client Name] Reporting Portal
Body:

Hello [Contact Name,

You have been granted access to the [client] investor reporting portal.

Click here to activate your account and set your password. Please note, this link will expire in 21 days.

You may access the portal at any time by navigating to: [client portal link]

If you have any questions, please contact [client support email]

Thank you,

[Client Name]

Note: This email language is not customizable beyond the placeholders, which are populated automatically from portal settings. 

It is recommended that you send a BCC email to all contacts introducing them to the new portal prior to going live by approving contacts.

Suggested LP Notification Language

Send this as a BCC message before approving contacts:

Subject: Welcome to the New [Client Name] Investor Portal

Dear Investor,

We are pleased to announce the launch of the new [Client Name] Investor Portal. We have implemented this portal to securely and effectively provide you and your financial consultants with access to [Client Name] information whenever it’s most convenient.

The portal provides access to historical communications, quarterly financials, tax documents, and capital account statements. You will be notified via email whenever new items are posted.

You will receive a separate invitation to the investor portal from no-reply@arkpes.com (our provider) with a link to activate your account and set your password. Please check your spam folder if you do not receive it.

We have provided access to the individuals you previously identified. If you would like to update or add contacts, please reach out to us at [Client Support Email].

Should you have any questions, please contact us directly.

Best regards,
[Client Name] Team

LP Portal Overview

Once LPs log into the portal, they will be able to:

To learn more about contact roles and permissioning, read the article titled How to Add, Manage, and Impersonate Contacts in ark.

Capital Accounts

  • View and download capital account statements

  • Filter by quarter, investor, or fund

  • Access historical performance data

Capital Calls & Distributions

  • View and download capital call and distribution notices

Contacts

  • Update their own contact information

  • Primary contacts can add, edit, or delete other investor contacts (pending approval)

Investors

  • View associated investors

  • Primary contacts can edit wire information (pending approval)

Navigation

  • Expand or collapse navigation bar using the double arrow icon

  • Customize columns with the gear icon

FAQ

Q: Can I customize the welcome email?
A: No, the system-generated welcome email uses a standardized format and language.

Q: Can I approve only some contacts now and others later?
A: Yes. You can approve contacts individually as needed.

Next Steps