Name: FundPortal
Price: 400 USD
Author: The Edgefolio Group

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

PHP Frameworks

Development

Business Intelligence (BI)

Collaboration

Manufacturing Execution

Payment Facilitation

Quality Management

Enterprise

Accounting

Blockchain Payments

Merger and Acquisition

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Bot Mitigation

Cloud Storage

Container Security

Data Center Outsourcing (Canada)

Data Center Power

Data Replication

Endpoint Security

Firewall

Fraud Detection

Graph Database

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Mobile Data Security

Network Performance Monitoring

Network Troubleshooting

SQL Server Performance Monitoring

Scale-Out Storage

Secure Access Control

Smart Contracts

Testing Services

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Grant Management Software

IP Geolocation

Marketing Attribution

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Sales Dialer

Sales Training

Sales

Data-Centric Audit Protection (DCAP)

Security

Aviation

Emergency Notification

Fleet Maintenance

Hospital Management

Hotel Management

Retail Analytics

Revenue Cycle Management (RCM)

Shipping

Veterinary

Warranty Management

Vertical-Specific

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FundPortal is an all-in-one fund marketing platform developed by Edgefolio. According to the vendor, it is designed to optimize hedge fund performance, raise capital, and enhance investor relations. This solution caters to hedge funds of all sizes, ranging from small boutique firms to large financial institutions. FundPortal is utilized by various professionals and industries, including hedge fund managers, investor relations professionals, fund marketers, capital raising teams, and third-party marketers.

## Key Features

**Client Portal**: According to the vendor, FundPortal provides a secure client portal where hedge funds can share fund marketing materials and track investor engagement. It offers a professional and branded experience for investors, allowing them to access fund performance reports and relevant documents.

**Data Room**: According to the vendor, FundPortal's data room feature enables hedge funds to securely store and share sensitive information with investors and stakeholders. Access permissions can be controlled, document views can be tracked, and an audit trail of document activities can be maintained.

**Email Campaigns**: According to the vendor, FundPortal enables hedge funds to send targeted and automated email campaigns to investors. It provides tools for designing customizable email templates, managing email lists, and scheduling campaigns. Email engagement metrics can be tracked to measure campaign effectiveness.

**CRM (Customer Relationship Management)**: According to the vendor, FundPortal includes a CRM system specifically designed for asset managers. It allows hedge funds to store and manage investor contact information, track interactions and communications, and monitor potential investors in the pipeline.

**Fund Performance Center**: According to the vendor, hedge funds can utilize FundPortal's Fund Performance Center to contextualize their performance with peer analysis and custom benchmarks. It offers visual analytics and reporting tools to showcase fund performance to investors and stakeholders.

**Behavioural Analytics**: According to the vendor, FundPortal provides behavioural analytics tools to track and analyze investor engagement and behavior. Features such as engagement scoring, audit trails, and document tracking help gain insights into investor interests and preferences.

**Marketing Platform**: According to the vendor, FundPortal includes a marketing platform that allows hedge funds to distribute monthly factsheets and automate email campaigns at scale. Analytics and reporting tools help measure marketing effectiveness and track investor engagement.

Basic

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

ECOS

FundPortal

Investment Portfolio Management

The Edgefolio Group

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FundPortal

Overview

What is FundPortal?