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Description
Consolidate all project requests and collaborative information while streamlining the process for creating and prioritizing business cases. Evaluate project portfolios with the help of dashboards that display the current status of portfolios concerning all key performance indicators vital to your organization. Choose the investment combinations that will most effectively fulfill your strategic business objectives by effortlessly comparing various scenarios. You aim to oversee the advancement and documentation of your projects, collaborate efficiently, monitor resources, and generate unified views of your portfolio. The good news is that our platform will enable you to accomplish all of this seamlessly. You will retain the flexibility to define attributes as easily as you would in a spreadsheet, all within a user-friendly platform. Plus, you can try the tool at no cost, and setting up your account will take only about 30 minutes, allowing you to quickly begin optimizing your project management experience. This means you can start reaping the benefits of enhanced collaboration and efficiency almost immediately.
Description
FundsTOTAL, a cutting-edge SaaS suite, provides real-time trade capture and portfolio management, risk analysis, risk attribution, performance attribution, investor communication solutions, and other services to hedge fund managers. FundsTOTAL takes the hassle out of maintaining and developing a sophisticated technology infrastructure internally. This allows our clients to concentrate on what they do best: managing investors' money. Fund managers can provide institutional investors with the required levels of portfolio transparency through a highly secure portfolio analysis portal. This provides crypto traders and hedge funds with a consolidated portfolio view that includes cryptocurrencies traded on multiple cryptocurrency exchanges. FundsTOTAL allows you to stay on top of rapidly changing markets through real-time monitoring and analysis of portfolios. You can easily visualize and compare any portfolio attribute using dynamically generated real-time charts.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
D-Sight
Founded
2010
Country
Belgium
Website
www.d-sight.com
Vendor Details
Company Name
Unilogic
Website
www.fundstotal.net
Product Features
Decision Support
Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management