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About Phundex

Phundex is a financial management software from Phundex that supports investment tracking and portfolio management. It combines real-time market data, comprehensive reporting, and user-friendly dashboards so users can effectively analyze their investments. Phundex allows users to monitor their portfolios, assess asset performance, and make informed decisions based on up-to-date information. The platform also offers tools for budgeting and expense tracking, which help users manage their finances more efficiently. Key capabilities: investment tracking portfolio management real-time market data comprehensive reporting user-friendly dashboards Best for: individual investors and financial advisors that need to manage and analyze their investment portfolios effectively.

Phundex Details

Vendor
Phundex
Year Launched
2020
Location
43 Le Vier Mont (Old Trinity Hill), St Helier, Jersey, JE2 4NG
Deployment
cloud
Training Options
documentation, videos
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Chinese, Japanese, Korean, Arabic, Turkish, Swedish, Norwegian
Users
professional services, trusts and fund managers, startups, wealth and asset managers, venture capitalists, and innovation hubs.
Industries Served
Incubators, Innovation Hubs & Start-ups, Professional Services, Trusts, Funds, Management & Administration, Wealth & Asset Management, VC’s & Family Offices
Tags
Transaction management, task management, centralized document storage, process pathways, team collaboration, workflow customization, compliance, risk reduction.

Phundex's In-App Market Place

Does Phundex have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), CNY (¥), INR (₹), RUB (₽)

Pros & Cons

  • Fully customizable pathways for tailored workflows.
  • Centralized document storage with version control and audit trails.
  • Intuitive dashboards for real-time task tracking.
  • Flexible team management with internal and external users.
  • No explicit mention of integrations with third-party software.
  • Pricing information is not readily available.

Phundex's Support Options

Email Address

hello@phundex.com

Chatbot

Available

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