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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.
Description
SkySlope offers top-notch solutions that integrate effortlessly to enhance productivity. Empower your team with essential tools that foster efficient workflows and elevate the overall customer experience. Enjoy peace of mind with compliance support through tailored checklists, efficient auditing processes, and insightful brokerage analytics. Preparing MLS and association forms is a breeze with the latest pre-loaded templates, which feature auto-populating data and easy-entry options. Sending documents for signature is a seamless process, ensuring that everything is handled smoothly. With DigiSign, you have access to all necessary tools for a clear and uncomplicated signing experience, allowing your team to focus on what truly matters.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Constellation1
No
DocJacket
No
Finago Procountor
Yes
Loft47
No
Lofty
No
ModelTree
Yes
RentSpree
No
Integrations
Constellation1
Yes
DocJacket
Yes
Finago Procountor
No
Loft47
Yes
Lofty
Yes
ModelTree
No
RentSpree
Yes
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
Pricing Details
No price information available.
Free Trial
No
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Exquance Software
Founded
2012
Country
Finland
Website
www.exquance.com/products/fundy
Vendor Details
Company Name
SkySlope
Founded
2011
Country
United States
Website
skyslope.com
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
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
Yes
Electronic Signature
Yes
File Sharing
Yes
Task Management
No
Transaction Review
Yes
