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Visual FPM

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Software Status:Active

About Visual FPM

Visual FPM is a financial portfolio management software from Computer Design that supports investment management, private banking, family offices, and hedge funds. It combines webFPM, cloudFPM, and FPM Online so users can manage portfolios efficiently across various platforms. The software provides comprehensive tools and features for tracking and analyzing investments, client relationships, and financial performance. Additionally, it helps institutions adapt to changing market conditions and meet client needs effectively. Key capabilities: investment tracking reporting tools client management real-time analytics compliance support Best for: financial professionals that need to manage diverse investment portfolios.

Visual FPM Details

Vendor
Computer Design
Year Launched
1983
Location
5-7 Kingston Hill Kingston Upon Thames Surrey KT2 7PW
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English
Users
Hedge funds, asset managers, investment firms, fund administrators, portfolio managers handling diverse instruments and complex funds.
Industries Served
Alternative investment funds, hedge funds, asset management firms, wealth management firms, institutional portfolio management, fund administration, investment operations, multi-strategy portfolios.
Tags
Investment management software, Fund accounting, Portfolio accounting, Hedge fund operations, Order management, Compliance enforcement, Cash & liquidity management, Investor reporting, Back-office automation, Multi-asset portfolio management.

Visual FPM's In-App Market Place

Does Visual FPM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£)

Pros & Cons

  • Supports a broad range of instruments and complex fund structures.
  • Integrated front-to-back functionality avoids the need for multiple separate systems.
  • Real-time cash and liquidity visibility aids risk control and decision making.
  • Pre-trade compliance checks help enforce mandates and reduce errors.
  • Built-in reporting and investor statement generation reduces administrative workload.
  • Complexity may overwhelm small portfolios or individual investors.
  • Setup and configuration can be non-trivial for new users.
  • Limited flexibility compared with custom in-house solutions for highly tailored workflows.
  • Integration with external systems may require additional configuration.

Visual FPM's Support Options

Visual FPM's Alternatives