Fundpanel
Curated by SignalPortfolio management software enhancing investor communication and fund administration.
Overview
Fundpanel offers portfolio management software specifically designed for financial service firms. The software aims to enhance investor communication and fund administration. It includes tools for asset allocation, risk assessment, and performance analysis, which assist asset managers in creating customized investment strategies. The platform integrates market data and analytics to facilitate informed decision-making and streamline trade execution and rebalancing processes. It is targeted at back offices within the venture capital industry, focusing on providing reliable and accurate reporting for major funds worldwide. The company's stated mission is to improve the efficiency of investor communications, which is intended to enhance service quality and investment performance for its clients.
Key facts
- Founded
- 2017
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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