FundPortal Overview

FundPortal is a comprehensive investment management software designed to streamline the management of investment portfolios and funds. This platform provides a suite of tools for tracking investments, managing fund performance, and facilitating compliance. With FundPortal, users can access real-time market data, analyze portfolio performance, and generate detailed reports on fund metrics. The software includes features for investor communications, ensuring transparency and engagement with stakeholders. Additionally, FundPortal offers robust analytics capabilities, providing insights into market trends and investment opportunities. Its user-friendly interface promotes easy navigation, making it accessible for both novice and experienced investors. By leveraging FundPortal, organizations can enhance their investment management processes, improve decision-making, and drive better returns for clients.

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Contact Details

  • Vendor Name The Edgefolio Group
  • Founded 2013
  • Location United Kingdom

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Investment Management

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FundPortal Features

  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Portfolio Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Monitoring
  • Arrow Icon Contact Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

FundPortal Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$400 Per Feature

FundPortal FAQs

FundPortal is a comprehensive investment management software designed to streamline the management of investment portfolios and funds. This platform provides a suite of tools for tracking investments, managing fund performance, and facilitating compliance. With FundPortal, users can access real-time market data, analyze portfolio performance, and generate detailed reports on fund metrics. The software includes features for investor communications, ensuring transparency and engagement with stakeholders. Additionally, FundPortal offers robust analytics capabilities, providing insights into market trends and investment opportunities. Its user-friendly interface promotes easy navigation, making it accessible for both novice and experienced investors. By leveraging FundPortal, organizations can enhance their investment management processes, improve decision-making, and drive better returns for clients.

  • Yes, FundPortal offers a free version.

  • Yes, FundPortal offers a free trial.

  • No, Credit Card details are not required for the FundPortal trial.

  • FundPortal offers the following pricing plans & packages:

    Basic

    $400 Per Feature

  • FundPortal supports the following payment frequencies:

    • Monthly Subscription

  • No, FundPortal does not offer an API.

  • FundPortal offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • FundPortal offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • FundPortal supports the following languages:
    • English

  • Following are the typical users of the FundPortal:
    • Self-Employed , Small-Business , Midsize-Business

  • FundPortal supports the following deployment:
    • Cloud Hosted

  • FundPortal supports the following devices and operating systems:
    • Web-Based