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FundPanel

By Aduro Advisors

Alternative Asset Management Platform

No Ratings
Starting at $650   USD/company/month
Business Need
Finance
Requires
Sales Cloud

This application does alternative (non-liquid) investor management and communications.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com

App Details

Version
Aduro Investment Management/Minor Version 9.19 9.19.0
Listed On
10/13/2020
Latest Release
03/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 41
Custom Tabs: 21
Custom Apps: 4
Lightning Components
Global: 1
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
9.19.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/13/2013

Additional Details

This application does alternative (non-liquid) investor management and communications. It Keeps track of investment management, portfolio tracking, along with investment communications and reporting . The application will enable alternative asset managers to quickly and easily issue capital calls, distribution notices, quarterly fund reporting and general investor relations. The application will also facilitate portfolio investment analysis across multiple metrics and management of investment performance metrics.

Need help?

Aduro Advisors

Denver, Colorado USA

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