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FundPanel

Alternative Asset Management Platform

Overview

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

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  • 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.

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.

Categories

Business Needs
Finance
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