Boost investor engagement 8x
FundPortal is a firm-branded destination for your clients to get all their investment-related information in one place. It’s fast, compliant and beautiful — making everyone happy.
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A complete, on-demand client experience
Up-to-date data, documents, and analytical tools — all in one place
“FundPortal is intuitive and simple to use with a level of fund and peer analytics unparalleled in the industry. The software has aided Coleman Group in both the presentation of our fund to clients as well as alerting potential investors to us as an investment.”
Matt McClean, Coleman Group
Incredible improvement in engagement compared to emailing PDFs
“I could not be more satisfied with the FundPortal solution. It has driven much better engagement of investor prospects when compared to emailing factsheets.”
Theron De Ris, Eschler Asset Management
Actionable behavioural data
“FundPortal has greatly expanded the online service we offer to investors, it has allowed us to supply them with information, customised to their stage within the sales process.”
Zoe Russell, Tolomeo Capital AG
Powerful features, intuitive design
Secure & Compliant
FundPortal conforms to state-of-the-art security standards and protocols, keeping your data safe. It also satisfies the stringent requirements of MiFID II, so you can rest easy.
Book a demoCustom Branding
Customise your portal to use your company branding, including logos and colours. Seamlessly embed your portal into your website.
Book a demoInteractive Factsheet
FundPortal makes your fund data interactive and visual throughout the experience. Whether it’s creating a report or running some analysis, your clients will enjoy the experience.
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Store your documents and share them in a way that your clients can have a view of the world that is relevant to their stage in the sales cycle. Transparency and privacy needn’t be at odds.
Book a demoBespoke CRM
FundPortal lets you see a full list of your clients activity. Our powerful emailing suite allows you to invite new prospects and bring clients back to your portal, offering everyone access relevant to their stage in the sales cycle.
Book a demoDetailed behavioural analytics
FundPortal logs clients’ activity to satisfy investor reporting requirements of MifID II. This also allows you to see exactly how clients and prospects are engaging with your products.
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