FundsTOTAL Description
FundsTOTAL, a cutting-edge SaaS suite, provides real-time trade capture and portfolio management, risk analysis, risk attribution, performance attribution, investor communication solutions, and other services to hedge fund managers. FundsTOTAL takes the hassle out of maintaining and developing a sophisticated technology infrastructure internally. This allows our clients to concentrate on what they do best: managing investors' money. Fund managers can provide institutional investors with the required levels of portfolio transparency through a highly secure portfolio analysis portal. This provides crypto traders and hedge funds with a consolidated portfolio view that includes cryptocurrencies traded on multiple cryptocurrency exchanges. FundsTOTAL allows you to stay on top of rapidly changing markets through real-time monitoring and analysis of portfolios. You can easily visualize and compare any portfolio attribute using dynamically generated real-time charts.
FundsTOTAL Alternatives
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Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
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Dynamo Software
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Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.
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Allvue
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Pinnakl CRM
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Integrations
No Integrations at this time
Company Details
Company:
Unilogic
Website:
www.fundstotal.net
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Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support
FundsTOTAL 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
FundsTOTAL User Reviews
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