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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 platform acts as a robust tool for management and decision-making processes. It utilizes the innovative reamis® data management system to ensure that real estate data is seamlessly integrated and consistently updated. Users have the capability to link an endless variety of data sources from various systems, including management, CRM, or benchmarking solutions. With the reamis® Strategy & Planning tool, you can effectively tackle critical questions related to strategic portfolio management and planning. This functionality allows for the documentation and planning of both current and future events while enabling early identification and analysis of potential risks, which can then be managed through appropriate measures. Our diverse clientele encompasses municipalities, pension funds, real estate investment trusts, family offices, and firms specializing in professional asset and portfolio management, reflecting the platform's versatility and reliability. By catering to such a wide range of organizations, the platform demonstrates its essential role in enhancing decision-making across different sectors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Finago Procountor
ModelTree

Integrations

Finago Procountor
ModelTree

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

Exquance Software

Founded

2012

Country

Finland

Website

www.exquance.com/products/fundy

Vendor Details

Company Name

reamis

Country

Switzerland

Website

www.reamis.com

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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