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What is What-if Analysis Manager?

The What-if Analysis Manager is an advanced add-in for Microsoft® Excel® designed to help users effectively and intuitively analyze data within spreadsheets. Based on user suggestions, this latest version incorporates substantial improvements over previous iterations, which means that users will need to recreate their existing models for optimal functionality. We sincerely thank you for your patience during this necessary transition, as it is a one-time process. To get started, you should first use the Manage Inputs and Manage Outputs tools to organize your data before exploring the enhanced features that follow. After completing these initial steps, you will unlock the complete suite of analysis tools that will provide you with a deeper understanding of your data, ultimately empowering you to make more informed decisions. Furthermore, these refinements aim to streamline your experience, making data analysis more accessible and efficient than ever.

What is FundFormer?

FundFormer streamlines the processing of fund documents for alternative asset managers and investors, enabling quicker operations. Our onboarding portal is tailored specifically for those investing in hedge funds, venture capital, and private equity. It transforms subscription documents into web-based forms that seamlessly incorporate eSignature capabilities. FundFormer efficiently converts existing documents such as investor questionnaires, tax forms, and FACTA-CRS forms into smart webforms that utilize conditional logic for enhanced user experience. Additionally, FundFormer facilitates coordination among all parties involved during the fundraising process, which includes investors' financial advisors and legal representatives. Custom data exports can also be generated for purposes of fund administration or investor onboarding. A dedicated FundFormer professional is available to support you throughout your fund's entire lifecycle, ranging from the initial launch to the final closure and even in managing subsequent secondary transactions. This comprehensive service ensures that all aspects of fund management are handled with expertise and efficiency.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Docusign
Dropbox Sign

Integrations Supported

Amazon Web Services (AWS)
Docusign
Dropbox Sign

API Availability

Has API

API Availability

Has API

Pricing Information

$69.95/one-time/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Jabsoft

Date Founded

2003

Company Location

Peru

Company Website

www.jabsoft.com/what_if_analysis_manager/what_if_analysis_manager.htm

Company Facts

Organization Name

FundFormer

Date Founded

2017

Company Location

United States

Company Website

www.fundformer.com

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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