Audience
Hedge fund managers
About FundPortal
Enhance your Investor Relationships and grow your business all from one portal. Smart analytics, file sharing and marketing tools for hedge fund managers. FundPortal is built for today's fund manager. Streamline your workflow, delight your clients. Identify and manage engaged clients with an intelligent CRM designed for hedge funds. Maximize your marketing efforts with a customizable client portal that can be accessed through your website. Delight and retain investors with built-in analytics across a range of metrics to showcase how you beat the S&P 500.
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Integrations
API:
Yes, FundPortal offers API access
No integrations listed.
Company Information
The Edgefolio Group
Founded: 2013
United Kingdom
edgefolio.com/managers/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
FundPortal Frequently Asked Questions
FundPortal Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Reporting
Performance Analysis
Portfolio Analysis
Investor Accounting
P&L Calculation
Partnership Accounting
Portfolio Management
Investment Management
Benchmarking
Client Management
Compliance Reporting
For Investment Advisors
For Investors & Traders
Fund Management
Performance Metrics
Accounting Management
Bonds / Stocks
Commodities
Data Import / Export
Modeling & Simulation
Payroll & Commissions
Portfolio Management
Risk Management
