Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • Order.co Reviews & Ratings
    224 Ratings
    Company Website
  • DoorLoop Reviews & Ratings
    993 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    546 Ratings
    Company Website
  • BetterWorld Reviews & Ratings
    75 Ratings
    Company Website
  • Datasite Diligence Virtual Data Room Reviews & Ratings
    635 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    84 Ratings
    Company Website
  • Ansarada Reviews & Ratings
    352 Ratings
    Company Website

What is Fundamental Portal?

Fundamental Portal serves as the premier solution for revolutionizing investment management for real estate general partners and owners/operators. It also equips fund managers with an interface that is not only secure but also professional and user-friendly. Our innovative platform streamlines the capital-raising process, enabling users to engage efficiently with investors through straightforward and trustworthy interfaces. Fundamental Portal ensures a smooth experience for both investors and those raising capital, enhancing interaction and collaboration. It enables rapid soft commitments, allowing funds to be raised within minutes, while also simplifying distribution workflows and facilitating real-time document sharing. This is merely the starting point, as Fundamental Admin serves as an additional feature that enhances the Fundamental Portal by delivering extensive back-office support. By utilizing Fundamental Admin, fund managers can concentrate their resources on capital growth and fundraising efforts, alleviating the burden of administrative responsibilities. This dual approach optimizes the overall investment management process.

What is FundCount?

FundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.

Media

No images available

Media

Integrations Supported

Adobe Acrobat Sign
Assecco SEE Fidelity
Automation Anywhere
Bloomberg Tax & Accounting Fixed Assets
Bloomberg Tax & Accounting Leased Assets
Docusign
Encompass
Formstack
ICE Crypto Payments
LSEG Due Diligence Centre
Nuxeo
OpenText Documentum
Payment Rails
Swift Digital Suite
Tableau
Task Management Software
Trello
Twelve Data
UBSplus
Wrike

Integrations Supported

Adobe Acrobat Sign
Assecco SEE Fidelity
Automation Anywhere
Bloomberg Tax & Accounting Fixed Assets
Bloomberg Tax & Accounting Leased Assets
Docusign
Encompass
Formstack
ICE Crypto Payments
LSEG Due Diligence Centre
Nuxeo
OpenText Documentum
Payment Rails
Swift Digital Suite
Tableau
Task Management Software
Trello
Twelve Data
UBSplus
Wrike

API Availability

Has API

API Availability

Has API

Pricing Information

$1500/yr
Free Trial Offered?
Free Version

Pricing Information

$500
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fundamental Portal

Date Founded

2023

Company Location

United States

Company Website

fundamentalportal.com

Company Facts

Organization Name

FundCount Americas

Date Founded

2001

Company Location

United States

Company Website

fundcount.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Backstop Reviews & Ratings

Backstop

Backstop Solutions Group

Popular Alternatives

Allvue Reviews & Ratings

Allvue

Allvue Systems
NAVCalc Reviews & Ratings

NAVCalc

DYNAM Dynamic Asset Management s.r.o.
Allvue Reviews & Ratings

Allvue

Allvue Systems