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Description
CREx OS gives commercial real estate investment managers one trusted record of their portfolio, even when every property sits with a different third-party property manager. CREx connects directly to Yardi, MRI, RealPage, Entrata and other property management systems and refreshes the data daily. Nobody uploads files or logs into portals. Before the data reaches a report, it is checked, and the CREx team handles the ongoing work of keeping it clean: mapping each property manager's chart of accounts, chasing feeds that go missing and resolving exceptions month to month. That record covers rent rolls, collections, leasing, occupancy, budget-to-actuals, valuations, debt, fund structures and performance. On top of it, CREx runs Agentic Asset Management. AI agents assemble the monthly close package, work exception queues, review rent rolls, route approvals, draft variance commentary and refresh forecasts, so asset managers spend their time on decisions instead of data collection. Teams can also query their portfolio from AI assistants through the CREx OS MCP integration. Deal Intelligence, an add-on for acquisitions screening and underwriting, feeds new deals into the same record.
Description
Enter Fundy, a powerful web-based platform from Exquance Software, designed to streamline and secure every stage of fund administration. Built with input from finance professionals and engineered for performance, Fundy brings automation, transparency, and control to the forefront of fund management.
What Fundy Delivers:
Automated Financial Operations
Say goodbye to manual calculations. Fundy handles capital calls, distributions, and fee structures with precision—saving time and reducing human error.
Real-Time Payment Tracking
Direct integration with banking and accounting systems allows for instant visibility into payment statuses and transaction flows.
Robust Reporting Tools
Generate detailed Excel reports with embedded formulas that adapt to your workflow—ideal for audits, investor updates, or performance reviews.
Secure and Compliant Infrastructure
Built for today’s regulatory environment, Fundy includes single sign-on (SSO), multi-user transaction confirmations, and full audit trails to ensure accountability and security.
Portfolio Intelligence
Analyze fund performance, monitor investor activity, and gain actionable insights—all from a clean, intuitive interface.
Whether you're managing a single fund or a multi-asset portfolio, Fundy replaces spreadsheets and siloed systems with a centralized, scalable platform that grows with your operation. Trusted by investment professionals to reduce operational risk and streamline fund workflows, Fundy delivers the tools you need—without the tech debt.
Ready to see what modern fund management looks like?
Request a free demo and experience Fundy in action.
API Access
Has API
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
AppFolio Property Manager
Yes
Claude
Yes
Claude for Legal
Yes
Entrata
Yes
Finago Procountor
No
MRI Commercial Management
Yes
MRI Residential Management
Yes
ModelTree
No
RealPage
Yes
Yardi Voyager
Yes
Integrations
AppFolio Property Manager
No
Claude
No
Claude for Legal
No
Entrata
No
Finago Procountor
Yes
MRI Commercial Management
No
MRI Residential Management
No
ModelTree
Yes
RealPage
No
Yardi Voyager
No
Pricing Details
Annual subscription based on portfolio size and integrations. Contact CREx for a quote.
Free Trial
No
Free Version
No
Pricing Details
Fundy provides flexible pricing plans that are customised to meet the needs of both small businesses and large enterprises. A free trial period is offered, enabling potential customers to evaluate the features and functionality of the service prior to committing to a subscription.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CREx Software
Founded
2021
Country
United States
Website
www.crexsoftware.com
Vendor Details
Company Name
Exquance Software
Founded
2012
Country
Finland
Website
www.exquance.com/products/fundy
Product Features
AI Real Estate
CREx offers a comprehensive solution for Agentic Asset Management, utilizing AI agents that operate based on a verified and trusted record of your investment portfolio instead of relying on unprocessed data from property management exports. These intelligent agents compile the monthly closing package, manage exception queues, examine rent rolls, handle approval routing, draft commentary on variances, and update forecasts, all while asset managers oversee and validate the results. The data sourced from Yardi, MRI, RealPage, Entrata, and other platforms is refreshed daily and meticulously maintained by the CREx team, ensuring that the agents' outputs are based on figures that are already reliable. Additionally, CREx OS seamlessly integrates with AI assistants like Claude through a built-in MCP connection.
Commercial Real Estate
CREx OS serves as the operating system specifically designed for commercial real estate owners whose properties are managed by external property management firms. It consolidates information from various property management platforms such as Yardi, MRI, RealPage, and Entrata into a single reliable database that is updated daily and verified for accuracy before being utilized. Asset managers have access to comprehensive data on rent rolls, collections, leasing activities, occupancy rates, budget comparisons, important deadlines, and debt information for all properties in one centralized location, eliminating the need for file uploads or multiple portal logins. Additionally, AI agents automate routine tasks, including the preparation of monthly close packages, rent roll evaluations, and variance analysis.
Brand Management
No
CRM
No
Cash Flow Analysis
Yes
Critical Date Alerts
Yes
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
Yes
For Property Managers
No
Portfolio Management
Yes
Strategic Planning
No
Real Estate Investment Management
CREx OS serves as a vital link for investment managers, integrating property-level operations with fund-level reporting. This platform consolidates property data from diverse third-party managers into a single reliable source, which is aligned with fund structures, valuations, performance metrics, internal rates of return (IRR), and debt information. The CREx team ensures that the chart of accounts remains accurately mapped and up-to-date, guaranteeing that investor reporting reflects consistent figures throughout the portfolio. Meanwhile, Agentic Asset Management leverages AI agents to streamline this data management process by compiling close packages, managing approval workflows, generating variance commentary, and updating forecasts—enabling asset and portfolio managers to oversee a greater number of assets without the need for increasing personnel.
Product Features
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
No
Critical Date Alerts
No
Document Templates
No
Electronic Signature
No
File Sharing
No
Task Management
No
Transaction Review
No
