FundyExquance Software
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Fund Manager, Investment Analyst, Chief Financial Officer, Finance Manager, Operations Manager, Investor Relations Manager, Auditor, Compliance Officer, Fund Analyst, and Fund Accountant
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Audience
Modern Investment Management software for real-estate firms
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationExquance Software
Founded: 2012
Finland
www.exquance.com/products/fundy
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Company InformationSensr Portal
Founded: 2015
Canada
www.sensrsolutions.com
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Alternatives |
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Categories |
Categories |
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Integrations
ActiveCampaign
Agile CRM
Asana
Copper
Docusign
Finago Procountor
Google Contacts
Google Forms
Google Sheets
Highrise
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Integrations
ActiveCampaign
Agile CRM
Asana
Copper
Docusign
Finago Procountor
Google Contacts
Google Forms
Google Sheets
Highrise
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