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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Fibi serves as a comprehensive eRA solution, tailored to meet the intricate demands of research administration and compliance management across institutions of all sizes within the research and higher education sectors. This all-encompassing electronic research administration suite streamlines and standardizes the complex processes associated with managing funded research initiatives. With Fibi, users benefit from smooth integration capabilities with various extensions and external systems. It features robust enterprise-class middleware that is specifically designed for quick development, allowing for flexibility and adaptability in its use. Additionally, independent modules can be activated within the system as needed, enhancing its functionality. A dedicated app is also available to connect key users to the research administration processes effectively. Furthermore, Fibi offers an extensive array of pre-packaged reports tailored to meet the specific needs of research institutions, ensuring that they have access to vital information when required. This holistic approach not only simplifies administrative tasks but also empowers institutions to focus more on their research endeavors.

Description

FolioMetrics stands out as a premier provider of cutting-edge solutions tailored for investor relations and research management, with a reputation built on the trust of over 200 top hedge funds, private capital managers, and traditional investment firms worldwide. Their comprehensive product offering features a user-friendly CRM designed specifically for investor relations and marketing teams, as well as a secure, scalable client portal for effective information sharing with both investors and prospective clients. Moreover, they provide tools that streamline the creation of factsheets and various client reports, thereby significantly improving communication quality. Alongside these offerings, FolioMetrics includes compliance functionalities such as investor classification, defined approval workflows, and sophisticated reporting features, complemented by seamless integration with popular fund administrators to automate the management of client holdings and transactions. Their research management solution further enhances investment teams by centralizing research notes and documentation, thus promoting efficient collaboration and information access. This holistic approach not only boosts operational efficiency but also reinforces the commitment to delivering exceptional service to clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Polus Software

Founded

2010

Country

United States

Website

www.polussoftware.com/pf/fibi/

Vendor Details

Company Name

FolioMetrics

Founded

2012

Country

United States

Website

www.foliometrics.co.uk

Product Features

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 

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