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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

The Evolution of Back-Office and Accounting Solutions. A small advancement for you—A monumental progression for your back office. Achieve more while reducing your resources! Streamline your operations and cut expenses with our unique, comprehensive back-office and accounting platform tailored for innovative real estate brokerages. Enjoy features like automated compensation structures, an overview of disbursements, management of agents, and sophisticated reporting capabilities. Additionally, our system includes a general ledger, a detailed chart of accounts, invoicing, billing, advances, bank feeds, and reconciliation processes. Benefit from electronic funds transfers (EFT), commission distributions, earnest money handling, credit card transactions, and check printing services. BROKERS. Enhance management and accounting efficiency. Minimize administrative burdens and accounting tasks with our automated suite of back-office resources. Our tools for commission tracking, calculation, and disbursement can accommodate even the most intricate commission structures. AGENTS. Boost effectiveness. Equip your agents with essential tools to track and evaluate their success through our features for goal setting and deal monitoring. With these capabilities, agents can focus more on closing deals and driving revenue.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Finago Procountor
ModelTree
dotloop

Integrations

Finago Procountor
ModelTree
dotloop

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$5
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

Exquance Software

Founded

2012

Country

Finland

Website

www.exquance.com/products/fundy

Vendor Details

Company Name

Zipi

Founded

2017

Country

United States

Website

zipi.app

Product Features

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Product Features

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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