FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement through a centralized portal designed to handle investor-business relationships
FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds,...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

  • Subscription

Starting from

US$27 500,00/year

  • Subscription

Overall rating

0 /5
(0)
Ease of Use
0/5
Features & Functionality
0/5
Customer Service
0/5
Value for Money
0/5

Overall rating

0 /5
(0)
Ease of Use
0/5
Features & Functionality
0/5
Customer Service
0/5
Value for Money
0/5

Total features 61

  • AIMR Compliance
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Client Management
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customer Profiles
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Storage Management
  • Data Visualization
  • Debt Management
  • Derivative Valuation
  • Document Management
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Engagement Analytics
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investment Advisors
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Historical Trend Analysis
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Member Accounts
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Management
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Progress Reports
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Time Analytics
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Management
  • Sales Automation
  • Scenario Planning
  • Status Tracking
  • Stress Tests
  • Summary Reports
  • Trade Tracking
  • User Defined Attributes

Total features 85

  • AIMR Compliance
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Client Management
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customer Profiles
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Storage Management
  • Data Visualization
  • Debt Management
  • Derivative Valuation
  • Document Management
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Engagement Analytics
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investment Advisors
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Historical Trend Analysis
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Member Accounts
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Management
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Progress Reports
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Time Analytics
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Management
  • Sales Automation
  • Scenario Planning
  • Status Tracking
  • Stress Tests
  • Summary Reports
  • Trade Tracking
  • User Defined Attributes
  • QuickBooks Online Advanced
  • QuickBooks Online Advanced