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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

FundCentre Reporting is an AI-powered investor portal built to help alternative investment firms improve fund reporting, investor transparency, and communication with limited partners. Formerly InvestorVision, the platform is part of SS&C Intralinks FundCentre AI and is designed to help general partners deliver timely, accurate, and secure access to fund data. It supports investor reporting workflows with standardized reporting, ILPA templates, integrated account data, and visibility into invested funds and underlying holdings. FundCentre Reporting helps firms give LPs clearer access to business-critical information while reducing friction in investor communications. The platform also supports a more intuitive LP experience through simplified user management, secure document access, and streamlined reporting workflows. Firms can use FundCentre Reporting to modernize investor relations, strengthen transparency, and improve decision-making through advanced data and reporting tools. Intralinks also provides customer service managers, client assist teams, and global 24/7 support to help firms manage setup, postings, and ongoing investor portal needs. As part of the broader Intralinks platform, FundCentre Reporting connects with secure collaboration, document sharing, virtual data rooms, fundraising, onboarding, reporting, and alternative investment services. FundCentre Reporting is designed for firms that need a secure, scalable, and AI-enabled investor portal that can support the rigor of modern fund operations.

Description

Our software is founded on the principle that your data belongs solely to you, and we do not access or download it. Your information remains securely saved on your personal computer. IAM offers a unified platform for managing various financial assets, including stocks, exchange-traded funds, options, bonds, mutual funds, cash, and additional investment types. With IAM, you can confidently work towards securing your financial future. Utilizing our program grants you the financial tranquility you have always sought, allowing you to focus on your goals without worry. This commitment to your privacy and security sets IAM apart in the financial management landscape.

API Access

Has API Yes 

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

$89 one-time payment
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

SS&C Intralinks

Founded

1996

Country

United States

Website

www.intralinks.com/products/fundcentre/reporting

Vendor Details

Company Name

QUANT IX SOFTWARE

Founded

1980

Country

United States

Website

www.quantixsoftware.com

Product Features

Investment Management

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

Product Features

Investment Management

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

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