Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
FundPanel
Alternative Asset Management Platform
- Business Need
- Finance
- Requires
- Sales Cloud
This application does alternative (non-liquid) investor management and communications.
Highlights
Enable alternative asset managers to quickly and easily issue capital calls, distribution notices, quarterly fund reporting and general investor relations
Facilitate portfolio investment analysis across multiple metrics and management of investment performance metrics.
Manage Investor and Investment Deal flow.
Provider Details
Founded in 2012, Aduro has built a reputation as a trusted partner that delivers a modern, high-tech, high-touch experience to its clients. From emerging managers to established firms, we believe every client deserves the same level of sophisticated and thoughtful service to help navigate an ever-changing investment environment. FundPanel does alternative (non-liquid) investor management and communications. It Keeps track of investment management, and 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.
Pricing Details
Default Plan
$650 USD/company/month