FundPortal

File sharing, marketing & analytics tools for hedge funds

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FundPortal Overview

What is 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.

FundPortal Overview

Pricing

Starting from
US$400,00/month

Pricing options

Free Trial
Subscription

Pricing starts from $400 per month.


FundPortal Features

Devices
Business size
S M L
Markets
United States
Supported Languages
Danish, English, French, Hungarian, Norwegian, Polish, Swedish

Media

FundPortal fund analysis screenshot
FundPortal CRM screenshot
FundPortal datarooms screenshot
FundPortal screenshot: FundPortal fund analysis screenshot FundPortal screenshot: FundPortal CRM screenshot FundPortal screenshot: FundPortal datarooms screenshot
User recommendation
0/10
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FundPortal Pricing

FundPortal Pricing

Starting from
US$400,00/month
Free Trial
Subscription

Pricing starts from $400 per month.

Pricing starts from $400 per month.

Value for Money
0/5
Based on 0 user ratings
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FundPortal Features

FundPortal Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
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Categories

Additional information for FundPortal

Additional information for FundPortal

Key features of FundPortal

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

FundPortal FAQs

FundPortal FAQs

Below are some frequently asked questions for FundPortal.

Q. What type of pricing plans does FundPortal offer?

FundPortal offers the following pricing plans:

Starting from: US$400,00/month

Pricing model: Subscription

Free Trial: Available

Pricing starts from $400 per month.

Q. What are the main features of FundPortal?

FundPortal offers the following features:

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

Q. Who are the typical users of FundPortal?

FundPortal has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does FundPortal support?

FundPortal supports the following languages:

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

Q. What type of pricing plans does FundPortal offer?

FundPortal has the following pricing plans:

Subscription

Q. Does FundPortal support mobile devices?

We do not have any information about what devices FundPortal supports

Q. What other apps does FundPortal integrate with?

We do not have any information about what integrations FundPortal has

Q. What level of support does FundPortal offer?

FundPortal offers the following support options:

Phone Support, Online Support, Knowledge Base