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Description
The Fundamental Portfolio Manager (FPM) represents a cutting-edge, comprehensive Investment Management solution that harnesses the power of contemporary technology to deliver a feature-rich and adaptable platform catering to the diverse needs of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds across the industry. Among our clientele are some of the most prominent investment firms in Southern Africa, managing assets that surpass R1 trillion. Recognized as the leading technologically advanced end-to-end investment management platform, FPM's continuous evolution and enhancement ensure it aligns with the latest global technological advancements. This commitment to innovation enables us to thrive and maintain our competitive edge in an ever-evolving and challenging financial landscape. Ultimately, our focus on integrating state-of-the-art solutions solidifies FPM's position as an indispensable tool for investment professionals.
Description
At Global Fund Solutions, we recognize the distinct needs and aspirations of our Hedge Fund clientele. After dedicating more than three years to research and development and collaborating with fund managers through ongoing beta testing, we have designed a solution that allows fund managers to concentrate on what truly matters—their clients. On one side, users can efficiently oversee client information and allocations, while on the other, they can handle intricate tracking of various investment securities and strategies. In the current global landscape, the significance of mobility and accessibility is paramount in the financial sector. With Global Fund Solutions, users can securely retrieve data whether they are in the office or traveling. Regardless of whether you manage a small fund or oversee assets exceeding $500M, our services have demonstrated value for clients of all sizes. We encourage you to explore our offerings further. Additionally, the Transfer Agency module serves as a comprehensive tool for managing detailed partner-specific information, enhancing operational efficiency even more.
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
Fundamental Software
Founded
2003
Country
South Africa
Website
www.fundamental.net/products/
Vendor Details
Company Name
Global Fund Solutions
Founded
2006
Country
United States
Website
www.globalfundsolutions.com/gfsweb/hedgefund.php
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management