Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
From $650 per company per month
Listed since
2020

About FundPanel

Alternative Asset Management Platform

This application does alternative (non-liquid) investor management and communications. It Keeps track of investment management, portfolio tracking, along with investment communications and reporting . The application will enable alternative asset managers to quickly and easily issue capital calls, distribution notices, quarterly fund reporting and general investor relations. The application will also facilitate portfolio investment analysis across multiple metrics and management of investment performance metrics.

Highlights

  • Enable alternative asset managers to quickly and easily issue capital calls, distribution notices, quarterly fund reporting and general investor relations
  • Facilitate portfolio investment analysis across multiple metrics and management of investment performance metrics.
  • Manage Investor and Investment Deal flow.

Screenshots

FundPanel by Aduro Advisors
FundPanel by Aduro Advisors

Pricing

Paid, from $650 per company per month.

FundPanel plans
PlanPriceBilled
Default Plan$650 per companyMonthly

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on October 13, 2013
Languages
  • English

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