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.
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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 (£)
Email Address
FrankHodges@fundplatform.ioContact
423-899-5797Government Accounting Software is a platform from Black Mountain Software that provides accounting and ERP…
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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…