Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CWDash is a cost-free business intelligence tool for Managed Service Providers (MSPs) that is sponsored and seamlessly integrates with both On-Premises and Cloud versions of ConnectWise Manage. It offers tailored dashboards, referred to as panels, which streamline the process of obtaining insights and allow users to monitor data in real-time directly from their desktops. Initially launching with a modest selection of 8 dashboards, CWDash has expanded its offerings to 60, providing users the flexibility to select their preferred panels or utilize the innovative Panel Builder to create personalized dashboards. The Panel Builder is a standout feature that empowers users to generate countless bespoke panels displaying the specific information they desire, simply by naming them to have them readily accessible in the drop-down menu. Since its establishment in 2009, CWDash has evolved significantly, appealing to technology experts who are always in search of more effective methods to optimize their operations and assist their clients in achieving similar efficiencies. This continuous growth demonstrates CWDash's commitment to adapting to the needs of its users and the ever-changing landscape of technology.
Description
Developed by Aduro Advisors, a prominent player in the realm of Venture Capital fund administration, FundPanel empowers your back office to manage the intricacies of vital investor communications swiftly and effectively. Renowned by numerous major funds across the United States and globally, FundPanel stands as a dependable tool that simplifies the task of delivering precise reports. Both you and your investors can effortlessly access information regarding funds, capital commitments, capital calls, distributions, and capital accounts through intuitive dashboard displays. The platform's user-friendly design facilitates easy navigation for fund managers and investors alike, enabling them to view essential financial data with clarity. Furthermore, it includes secure document sharing capabilities and offers real-time performance metrics, promoting both transparency and operational effectiveness in managing funds. FundPanel also features customizable reporting templates that adhere to industry best practices, ensuring that limited partners receive consistently accurate reports. This comprehensive solution ultimately enhances the overall experience for both fund managers and their investors, making it an invaluable asset in the world of fund administration.
API Access
Has API
No
API Access
Has API
No
Integrations
ConnectWise PSA
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Forza Technology Solutions
Founded
1984
Country
United States
Website
www.cwdash.com
Vendor Details
Company Name
Aduro Advisors
Country
United States
Website
www.fundpanel.io
Product Features
Dashboard
Annotations
No
Data Source Integrations
No
Functions / Calculations
No
Interactive
No
KPIs
No
OLAP
No
Private Dashboards
No
Public Dashboards
No
Scorecards
No
Themes
No
Visual Analytics
No
Widgets
No
Product Features
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
No
Investor Transactions / Valuations
No