FundPortal Description
All you need to grow your business and improve your investor relationships is one portal. Hedge fund managers will benefit from smart analytics, file sharing, and marketing tools. FundPortal was designed for today's fund manager. Streamline your workflow and delight your clients with FundPortal. Intelligent CRM for hedge funds helps you identify and manage clients. A customizable client portal that can easily be accessed from your website will maximize your marketing efforts. You can delight and retain investors by providing analytics that cover a variety of metrics to show how you beat S&P 500.
Integrations
API:
Yes, FundPortal has an API
No Integrations at this time
Company Details
Company:
The Edgefolio Group
Year Founded:
2013
Headquarters:
United Kingdom
Website:
edgefolio.com/managers/
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
Online
FundPortal Features and Options
Hedge Fund Software
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management Software
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