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Description
Fund Manager is a robust software solution designed for effective portfolio management. It offers different versions tailored for individual investors, professional traders, and investment advisors, including personal, professional, and advisor editions. Users can view screenshots showcasing various graphs and reports. To explore Fund Manager, you can visit the download page and access a fully functional trial version. A range of tutorials is also provided, including a quick-start guide to help new users navigate the software efficiently. Once you've assessed its features, you have the option to purchase a licensed version for continued use. The software allows you to maintain a detailed transaction history for an unlimited number of investments and portfolios. You can monitor a diverse array of assets such as stocks, mutual funds, options, bonds, cash, and more. Additionally, it enables users to track their purchases, redemptions, distributions, transfers, and complex transactions like splits, re-combinations, mergers, and spin-offs, accommodating both long and short positions in investments. This comprehensive approach ensures that all aspects of portfolio management are covered effectively.
Description
Enter Fundy, a powerful web-based platform from Exquance Software, designed to streamline and secure every stage of fund administration. Built with input from finance professionals and engineered for performance, Fundy brings automation, transparency, and control to the forefront of fund management.
What Fundy Delivers:
Automated Financial Operations
Say goodbye to manual calculations. Fundy handles capital calls, distributions, and fee structures with precision—saving time and reducing human error.
Real-Time Payment Tracking
Direct integration with banking and accounting systems allows for instant visibility into payment statuses and transaction flows.
Robust Reporting Tools
Generate detailed Excel reports with embedded formulas that adapt to your workflow—ideal for audits, investor updates, or performance reviews.
Secure and Compliant Infrastructure
Built for today’s regulatory environment, Fundy includes single sign-on (SSO), multi-user transaction confirmations, and full audit trails to ensure accountability and security.
Portfolio Intelligence
Analyze fund performance, monitor investor activity, and gain actionable insights—all from a clean, intuitive interface.
Whether you're managing a single fund or a multi-asset portfolio, Fundy replaces spreadsheets and siloed systems with a centralized, scalable platform that grows with your operation. Trusted by investment professionals to reduce operational risk and streamline fund workflows, Fundy delivers the tools you need—without the tech debt.
Ready to see what modern fund management looks like?
Request a free demo and experience Fundy in action.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Finago Procountor
No
ModelTree
No
Pricing Details
$129 per license
Free Trial
Yes
Free Version
No
Pricing Details
Fundy provides flexible pricing plans that are customised to meet the needs of both small businesses and large enterprises. A free trial period is offered, enabling potential customers to evaluate the features and functionality of the service prior to committing to a subscription.
Free Trial
Yes
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
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
Yes
Vendor Details
Company Name
Beiley Software
Founded
1993
Country
United States
Website
www.fundmanagersoftware.com
Vendor Details
Company Name
Exquance Software
Founded
2012
Country
Finland
Website
www.exquance.com/products/fundy
Product Features
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
Yes
Data Warehousing
No
For Investment Advisors
Yes
For Traders
Yes
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
Yes
Wash Sale Detection
Yes
Product Features
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
No
Critical Date Alerts
No
Document Templates
No
Electronic Signature
No
File Sharing
No
Task Management
No
Transaction Review
No
