K1x added an Investor Portal to K1 Creator in its 10/28/2026 release, so issuers can deliver K-1 packages to investors through a secure portal. The release also made Investor Management available, a reusable investor library kept at the tenant level and separate from entity specific associations, along with Entity Management for associating investors to entities. The same release completed the CCH Tax Year 2025 integration for supported jurisdictions.
Our readFunds and fund administrators that issue partner K-1s can keep investor records and package delivery in the same tool that builds the forms. Check how the portal handles investor access and notifications before retiring a separate delivery provider.