FundPortal

File sharing, marketing & analytics tools for hedge funds

About FundPortal

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 to facilitate lead conversions. It offers a centralized portal to handle investor-business relationships and use analytics to grow revenue.

Key features of FundPortal include investor reporting, portfolio analysis, sales automation, contact management and benchmarking. It comes with an interactive fact sheets module which allows users to display critical data and make informed decisions. The built-in customer relationship management (CRM) system lets firms view customer details and portfolio status to improve and manage client relationships. Data rooms let administrators handle user access across fund profiles, company updates, and documentations, ensuring regulation of MiFID II and GDPR compliance.

FundPortal’s email builder allows users to alert clients through email notifications and update them about crucial changes introduced in the pipeline. Support for integration with existing business websites enables the gathering information and generation of reports based on various metrics.

Devices

Business size

S M L

Markets

United States

Supported Languages

Danish, English, French, Hungarian, Norwegian, Polish, Swedish

Images

FundPortal fund analysis screenshot
FundPortal CRM screenshot
FundPortal datarooms screenshot
View 4 more
FundPortal screenshot: FundPortal fund analysis screenshot FundPortal screenshot: FundPortal CRM screenshot FundPortal screenshot: FundPortal datarooms screenshot

Features

Total features of FundPortal: 42

  • Access Control
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Asset Management
  • Benchmarking
  • Business Analysis
  • Campaign Analysis
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Client Management
  • Client Portal
  • Compliance Management
  • Contact Management
  • Customer Profiling
  • Customizable Reporting
  • Data Import/Export
  • Data Storage Management
  • Data Visualization
  • Document Management
  • Email Alerts
  • Email Integration
  • Email Invitations & Reminders
  • Email Marketing Management
  • Email Notifications
  • Email Response Control
  • Email Templates
  • Engagement Analytics
  • Financial Analysis
  • Historical Analysis
  • Member Account Access
  • Performance Management
  • Performance Metrics
  • Performance Reports
  • Progress Reports
  • Real Time Analytics
  • Real Time Reporting
  • Reporting & Statistics
  • Status Reporting
  • Summary Reports
  • User Defined Attributes

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FundPortal FAQs

Below are some frequently asked questions for FundPortal.

FundPortal offers the following pricing plans:

  • Starting from: US$400,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Pricing starts from $400 per month.

FundPortal offers the following features:

  • Benchmarking
  • Client Management
  • Client Portal
  • Compliance Management
  • Contact Management
  • Document Management
  • Performance Metrics
  • Real Time Reporting

FundPortal has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

FundPortal supports the following languages:

Danish, English, French, Hungarian, Norwegian, Polish, Swedish

We do not have any information about what devices FundPortal supports

We do not have any information about what integrations FundPortal has

FundPortal offers the following support options:

Phone Support, Online Support, Knowledge Base

Related categories

See all software categories found for FundPortal.