Cloud Solutions for the Alternative Investment Industry
The FundPanel Investor Portal eliminates double-entry by syncing with the underlying enterprise-grade CRM database, allowing information to be updated real-time.
FundPanel Investor Portal
Provide Investors with a sleek and secure method for accessing key data and updating important information. Information presented to Investors on the FundPanel Portal is customizable, allowing each Firm to ensure that the Portal’s look and feel is in line with their individual preferences.
Investors can easily view funds, capital commitments, capital calls, distributions, and capital accounts in clear dashboard views.
Provide investors with a centralized and secure location to access their documents 24/7 in the cloud. Easily upload and organize documents by fund, investment vehicle, document type and date.
Securely share prior and current fund performance with new prospects.
Simplify the management of multiple usernames and passwords. Each user has just one login that can be assigned to multiple organizations.
Assign individual users with specific role types to ensure they can only view and download what they have access to.
Built on the Salesforce Multitenant Cloud for enterprise-grade security. Confidently scale operations by leveraging Salesforce’s robust and flexible security architecture.
FundPanel allows your team to focus on higher-level tasks by reducing the manual and repetitive nature of key aspects of fund operations such as capital calls, distributions, and financial reporting. The underlying CRM database enables you to have one contact list, tagged by role, so you can easily send custom communications to the right contacts.
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