FundPortal

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Emergents

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What is FundPortal?

FundPortal is a cloud-based file sharing, analytics, and marketing solution which helps hedge fund managers, placement agencies, and third party marketers manage investment campaigns and client engagement to facilitate lead conversions.

Pricing

FundPortal Starting Price

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Awards

Our Awards and Recognition

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Key Features of FundPortal

Here are the powerful features that make FundPortal stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

Account Alerts
Accounting
Accounting Management
Accounts payable
Accounts Receivable
Activity Tracking
Ad hoc Analysis
Ad Hoc Reports
Amortization Schedule
Analytical Reporting
Analytics
Application Management
Asset Management
Audit Trail
Auditing
Balance Sheet
Bank Reconciliation
Benchmarking
Billing & Invoicing
Bonds / Stocks
Bonus Management
Branch Optimization
Budgeting & Forecasting
Cap Table Management
Cash Flow Analysis
Cash Management
Client Management
Client Portal
Client/Property Matching
Commercial Mortgages
Commercial Properties
Commodity Futures
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Compliance Management
Compliance Reporting
Consolidation / Roll-Up
Construction Loans
Contact Management
Credit Risk Management
Critical Date Alerts
CRM
Customer DataBase
Customer Engagement
Customer Statements
Dashboard
Data Import / Export
Data warehousing
Deal Management
Document Management
Document Templates
Electronic Signature
Email Marketing
Employee Reward Programs
ETL - Extract / Transfer / Load
Exceptions Management
Expense Management
Fee Management
File Sharing
Financial Modeling
For Brokers
For Hedge Funds
For Investment Advisors
For Investors
For Investors & Traders
For Traders
Forecasting
Fund Management
General Ledger
Goal Setting / Tracking
Household Tracking
Income Statements
Influence Tracking
Interaction Tracking
Investor Accounting
Investor Management
Investor Reporting
Key Performance Indicators
KPIs
Lead Management
Lease Management
Liquidity Analysis
Loan Portfolio Management
Loan Processing
Loan Servicing
Market Data Access
Market Risk Management
Marketing Management
Modeling & Simulation
Multi-Company
Multi-Department / Project
Multiple Data Sources
Operational Risk Management
Options Management
Order Management
P&L Calculation
Participant Portal
Partnership Accounting
Performance Analysis
Performance Management
Performance Metrics
Portfolio Accounting
Portfolio Analysis
Portfolio Management
Portfolio Modeling
Portfolio Rebalancing
Position Management
Pre-Qualification
Private Equity
Profit / Loss Statement
Project Management
Public Equity
Purchasing & Receiving
Qualitative Analysis
Quantitative Analysis
Real Estate
Real Time Tracking
Relationship Tracking
Residential Mortgages
Residential Properties
Resource Management
Risk Analytics Benchmarks
Risk Assessment
Risk Management
Salary Planning
Scorecards
Segmentation
Strategic Planning
Stress Tests
Task Management
Tax Management
Team Assignments
Technical Analysis
Territory Management
Transaction Review
Vacancy Tracking
Valuation Management
Value At Risk Calculation
Vesting Management
Wash Sale Detection
Web Services
What If Scenarios

FundPortal Specifications

Get a closer look at the technical specifications and system requirements for FundPortal. Find out if it's compatible with your operating system and other software.

Deployment :

Cloud Based

Subscription Plan :

Monthly, Yearly

Accessibility :

API

Customization

Mobile Support

Desktop Platforms :

Web app

Windows

Language Support :

English

Business :

StartUps

SMBs

Agencies

Enterprises

Available Support :

Company Details :

Company Name : The Edgefolio Group

Website : Visit Website

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FundPortal FAQs

What are the top 5 features for FundPortal?

The top 5 features for FundPortal are:

Contact Management
Performance Metrics
Compliance Management
Client Portal
Benchmarking

What type of customer support is available from FundPortal?

The available support which FundPortal provides is:

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