Fund Platform is a financial management software from Fund Platform [designed to facilitate investment tracking and fund management]. It includes portfolio management, real-time analytics, and reporting tools so users can monitor investments effectively. The platform also supports compliance features to help ensure regulatory adherence. Additional functionalities include customizable dashboards for personalized insights and automated alerts for significant market changes. Key capabilities: portfolio management real-time analytics reporting tools compliance features customizable dashboards Best for: financial analysts and investment managers that need to track and manage multiple investment portfolios efficiently.
Fund Platform by Fund Platform is a modern fund accounting solution designed to streamline financial reporting, automate NAV calculations, and centralize core accounting workflows for investment managers, administrators, and fund operators. Built as a cloud-first system, its primary purpose is to simplify complex fund structures, enhance transparency, and reduce manual accounting tasks through automation and real-time data consolidation. The user interface is clean, minimalist, and highly functional. Fund Platform uses a modular dashboard layout that allows users to rearrange data tiles, create personalized workflows, and quickly access features like ledger views, NAV reports, reconciliation panels, and investor statements. Navigation is intuitive, with consistent menus and a logical hierarchy that reduces onboarding time. Its color-coded alerts for reconciliation breaks, valuation updates, and audit tasks add clarity without visual clutter. Functionally, Fund Platform offers a robust suite of tools, including automated NAV calculations, multi-class and multi-series accounting, performance fee modeling, and tax-lot tracking. One standout feature is its built-in scenario engine, which allows managers to run hypothetical valuations or fee simulations without disrupting the live books.
Offers courses exclusively focused on Blockchain, Cryptocurrencies, and related Web3 and NFT technologies.
All course content is delivered by experts and practitioners in their respective fields, ensuring real-world relevance.
Provides an online education ecosystem that accompanies students from initial introduction to career goal realization.
Programs are constantly updated with every new piece of information in the rapidly evolving crypto field.
Features courses ranging from "First step into cryptocurrencies" to "Blockchain and Cryptocurrencies from Zero to PRO," catering to diverse skill levels.
A comprehensive course covering the entire subject spectrum.
A course focused on the technical development side of blockchain technology.
A course specifically covering non-fungible tokens and cryptocurrency.
A course focused on strategies and knowledge for crypto investment.
An introductory course for complete beginners.
A specialized course on crypto trading and arbitrage strategies.
Provides a supportive learning environment from start to career goals.
Courses are taught by practitioners with real-world experience.
Programs are continuously updated to reflect the latest market trends.
Shares valuable business connections with students.
Students can enroll directly or receive detailed advice from an administrator.
Features a recognizable team of instructors: James Ray, Alice Moore, and Michael Kohn.
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Fund Platform is a financial management software from Fund Platform [designed to facilitate investment tracking and fund management]. It includes portfolio management, real-time analytics, and reporting tools so users can monitor investments effectively. The platform also supports compliance features to help ensure regulatory adherence. Additional functionalities include customizable dashboards for personalized insights and automated alerts for significant market changes. Key capabilities: portfolio management real-time analytics reporting tools compliance features customizable dashboards Best for: financial analysts and investment managers that need to track and manage multiple investment portfolios efficiently.
Does Fund Platform have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
N/A
GBP (ÂŁ)
Email Address
FrankHodges@fundplatform.ioContact
423-899-5797Government Accounting Software is a platform from Black Mountain Software that provides accounting and ERP…
Captain is a project management software from CAP Systems™ that assists teams in organizing and…
Visual Fund Accounting is a financial management software from Visual Business Solutions, Inc. designed for…
TRUSTprocessor is a data processing software from TRUST Information Systems that focuses on secure data…