FundPortal

FundPortal

File sharing, marketing & analytics tools for hedge funds

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FundPortal Overview

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.

Pricing

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

Devices

Business size

S
M
L

Markets

Europe, United States

Supported Languages

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

FundPortal Pricing

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

Pricing starts from $400 per month.

FundPortal Features

  • Activity Dashboard
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Financial Analysis
  • Reporting & Statistics

  • API
  • Accounting Integration
  • Accounting Management
  • Auditing
  • Automatic Notifications
  • Billing & Invoicing
  • Electronic Payments
  • Expense Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Third Party Integration
  • Workflow Management

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

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:

Large Enterprises, Mid Size Business, Small 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:

Knowledge Base, Online Support, Phone Support