FundsTOTAL is a financial management software from Unilogic that supports the management of fund operations. It provides features such as fund tracking, investment reporting, and compliance monitoring so organizations can maintain accurate records and meet regulatory requirements. Designed for financial institutions and investment firms, FundsTOTAL offers integrated solutions for portfolio management and risk assessment. Users can access real-time data and generate comprehensive reports for better decision-making. Key capabilities: fund tracking investment reporting compliance monitoring risk assessment data visualization Best for: financial institutions and investment firms that need a reliable platform for fund management.
FundsTOTAL by Unilogic is a highly sophisticated cloud-based SaaS platform tailored for hedge fund managers and investment professionals seeking real-time portfolio management, risk analysis, and investor transparency without the need for complex in-house infrastructure. Its modular design includes FundsTOTAL Manager for mainstream assets, FundsTOTAL Investor for secure client access, and FundsTOTAL Crypto for consolidated digital asset portfolios, making it a versatile solution across traditional and emerging asset classes. The platform excels in usability, offering interactive dashboards, intuitive visualization, and collaborative features that allow team members to share insights and comments in real time, streamlining decision-making. Key functionalities include instantaneous trade capture, P&L tracking, performance attribution, and risk analysis across a broad spectrum of instruments including equities, derivatives, fixed income, cryptocurrencies, CFDs, and bank loans. The dedicated crypto module addresses the unique challenges of digital asset management, providing a single, consolidated view of positions across multiple exchanges. FundsTOTAL is built on a highly reliable, enterprise-grade cloud infrastructure with SOC 1/2 and ISO 27001 certifications, redundant power, in-memory caching, and 24/7 monitoring, ensuring speed, scalability, and security even for large datasets.
Provides a cutting-edge software application suite delivered entirely through the cloud.
Helps managers make better-informed investment decisions faster by monitoring portfolios instantly.
Enables fund managers to offer institutional investors a secure portal for interactive risk and performance analysis.
Allows for fast, out-of-the-box deployment while still enabling customization for unique investment strategies.
Provides a single view of cryptocurrencies traded across multiple crypto exchanges.
Allows teams to easily share, see, and collaborate on portfolio and market events of common interest.
Provides a modern software solution delivered over the internet.
Records trades instantly as they occur.
Manages and monitors portfolios instantly.
Analyzes portfolio risk instantly.
Measures and attributes portfolio performance instantly.
Provides tools for communicating portfolio information to investors.
Outsourcing technology infrastructure frees clients from maintenance headaches.
Provides easy-to-use tools for portfolio management and analysis.
Offers institutional-grade solutions at a low cost.
The out-of-the-box solutions can be quickly tailored to specific needs.
Specialized product for funds managing mainstream financial instruments (equities, derivatives, fixed income, currencies).
Specialized product for providing secure portfolio transparency to institutional investors.
Specialized product for consolidating cryptocurrency portfolios from multiple exchanges.
Easily centralizes portfolio information with interactive and customizable dashboards.
Enables fund managers to provide investors with a secure portal for interactive analysis.
Creates intuitive P&L, risk, and performance reports automatically.
Streamlines information gathering by providing all necessary data in a single system.
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FundsTOTAL is a financial management software from Unilogic that supports the management of fund operations. It provides features such as fund tracking, investment reporting, and compliance monitoring so organizations can maintain accurate records and meet regulatory requirements. Designed for financial institutions and investment firms, FundsTOTAL offers integrated solutions for portfolio management and risk assessment. Users can access real-time data and generate comprehensive reports for better decision-making. Key capabilities: fund tracking investment reporting compliance monitoring risk assessment data visualization Best for: financial institutions and investment firms that need a reliable platform for fund management.
Does FundsTOTAL have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
No
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Visual FPM is a financial portfolio management software from Computer Design that supports investment management,…
HazelTree Treasury Management Solution is a treasury software platform from HazelTree that supports efficient cash…
StyleADVISOR is a financial analytics software from Informa Investment Solutions that provides investment performance analysis.…
StatPro Revolution is a cloud-based analytics software from StatPro that supports investment performance analysis. It…