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Description

Boost your asset under management growth utilizing our state-of-the-art competitive insights. Whether you're introducing new offerings, refining your marketing approach, adjusting product pricing, or strategizing your distribution methods, Flowspring provides comprehensive support. Our insightful analytics are specifically crafted to assist you in making challenging decisions. If you believe your competition is limited to funds within your own category, you are overlooking significant factors. Flowspring reveals your competitors as the funds from which you are either gaining or losing the most assets, potentially extending beyond your specific category. Moreover, the competition landscape can be remarkably uneven, creating valuable chances to concentrate on direct comparisons between funds that investors are evaluating. As products and the preferences of investors continuously evolve, Flowspring's factor model of fund flows effectively separates the impacts of fees, performance, category trends, and other variables, ensuring you stay ahead in a dynamic market. By leveraging this information, you can make informed strategic decisions that drive sustainable growth.

Description

All you need to grow your business and improve your investor relationships is one portal. Hedge fund managers will benefit from smart analytics, file sharing, and marketing tools. FundPortal was designed for today's fund manager. Streamline your workflow and delight your clients with FundPortal. Intelligent CRM for hedge funds helps you identify and manage clients. A customizable client portal that can easily be accessed from your website will maximize your marketing efforts. You can delight and retain investors by providing analytics that cover a variety of metrics to show how you beat S&P 500.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ISS MI

Founded

2017

Country

United States

Website

www.flowspring.com

Vendor Details

Company Name

The Edgefolio Group

Founded

2013

Country

United Kingdom

Website

edgefolio.com/managers/

Product Features

Product Features

Hedge Fund

Compliance Management Yes 
Contact Management Yes 
Investor Accounting No 
Investor Reporting Yes 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management No 

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export No 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management No 

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