Fundy

Fundy

Exquance Software
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About

A powerful, web-based platform for property and private equity fund managers, Fundy simplifies complex fund operations in a secure, audited environment. Key Features: Automated Workflows: Capital calls, distributions, and fund fee calculations Investor & Portfolio Tracking: Manage transactions and monitor performance Real-Time Payment Status: Integrated with banking and accounting systems Seamless Reporting: Export Excel reports with embedded formulas Enterprise-Grade Security: SSO, audit trails, and multi-user confirmations Trusted by investment professionals to reduce risk, save time, and improve fund oversight. Request a free demo to see Fundy in action.

About

Provide your investors with a beautiful, modern, and personalized view into their portfolio. Allow your investors to track their investments, projections, and returns on a single page. Drill down to the details of each investment. Always keep your investors up to date on the go or from the comfort of their homes. Our software is built specifically for real estate investment firms, so everything is designed around what your firm needs. Take control and automate your internal processes to increase efficiency and reduce error. Manage your contacts, entities, ownership data, distributions, and tax information in a single place for your whole team to access and update. Have our powerful marketing automation engine on your side. Sensr Portal works together with your existing marketing materials and website to make the funding process better. Create instant landing pages and gain insight on prospect interest and engagement.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fund Manager, Investment Analyst, Chief Financial Officer, Finance Manager, Operations Manager, Investor Relations Manager, Auditor, Compliance Officer, Fund Analyst, and Fund Accountant

Audience

Modern Investment Management software for real-estate firms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Exquance Software
Founded: 2012
Finland
www.exquance.com/products/fundy

Company Information

Sensr Portal
Founded: 2015
Canada
www.sensrsolutions.com

Alternatives

IMS

IMS

RealPage

Alternatives

IMS

IMS

RealPage
Allvue

Allvue

Allvue Systems
TNR Solution

TNR Solution

SS&C Technologies
Backstop

Backstop

Backstop Solutions Group
eFront

eFront

eFront, a part of BlackRock
Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Integrations

ActiveCampaign
Agile CRM
Asana
Copper
Docusign
Finago Procountor
Google Contacts
Google Forms
Google Sheets
Highrise
HubSpot CRM
HubSpot Customer Platform
Jotform
Kommo
LionDesk
Microsoft Excel
ModelTree
Pipedrive
Salesforce
Streak

Integrations

ActiveCampaign
Agile CRM
Asana
Copper
Docusign
Finago Procountor
Google Contacts
Google Forms
Google Sheets
Highrise
HubSpot CRM
HubSpot Customer Platform
Jotform
Kommo
LionDesk
Microsoft Excel
ModelTree
Pipedrive
Salesforce
Streak
Claim Fundy and update features and information
Claim Fundy and update features and information
Claim Sensr Portal and update features and information
Claim Sensr Portal and update features and information