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Description
CWDash is a cost-free business intelligence tool for Managed Service Providers (MSPs) that is sponsored and seamlessly integrates with both On-Premises and Cloud versions of ConnectWise Manage. It offers tailored dashboards, referred to as panels, which streamline the process of obtaining insights and allow users to monitor data in real-time directly from their desktops. Initially launching with a modest selection of 8 dashboards, CWDash has expanded its offerings to 60, providing users the flexibility to select their preferred panels or utilize the innovative Panel Builder to create personalized dashboards. The Panel Builder is a standout feature that empowers users to generate countless bespoke panels displaying the specific information they desire, simply by naming them to have them readily accessible in the drop-down menu. Since its establishment in 2009, CWDash has evolved significantly, appealing to technology experts who are always in search of more effective methods to optimize their operations and assist their clients in achieving similar efficiencies. This continuous growth demonstrates CWDash's commitment to adapting to the needs of its users and the ever-changing landscape of technology.
Description
Developed by Aduro Advisors, a prominent player in the realm of Venture Capital fund administration, FundPanel empowers your back office to manage the intricacies of vital investor communications swiftly and effectively. Renowned by numerous major funds across the United States and globally, FundPanel stands as a dependable tool that simplifies the task of delivering precise reports. Both you and your investors can effortlessly access information regarding funds, capital commitments, capital calls, distributions, and capital accounts through intuitive dashboard displays. The platform's user-friendly design facilitates easy navigation for fund managers and investors alike, enabling them to view essential financial data with clarity. Furthermore, it includes secure document sharing capabilities and offers real-time performance metrics, promoting both transparency and operational effectiveness in managing funds. FundPanel also features customizable reporting templates that adhere to industry best practices, ensuring that limited partners receive consistently accurate reports. This comprehensive solution ultimately enhances the overall experience for both fund managers and their investors, making it an invaluable asset in the world of fund administration.
API Access
Has API
API Access
Has API
Integrations
ConnectWise PSA
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Forza Technology Solutions
Founded
1984
Country
United States
Website
www.cwdash.com
Vendor Details
Company Name
Aduro Advisors
Country
United States
Website
www.fundpanel.io
Product Features
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Product Features
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations