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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East Alpha Dunn Capital LumX Asset Management Tolomeo Capital

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

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.

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Custom Branding

Customise your portal to use your company branding, including logos and colours. Seamlessly embed your portal into your website.

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Interactive 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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Document Repository

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.

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Bespoke 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.

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Detailed 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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