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Average Ratings 0 Ratings
Description
Fundamental Portal is the ultimate solution to transform investment management for real estate GPs and owners/operators. It also provides fund managers with a professional, secure, and simple interface. Our cutting-edge platform offers an streamlined approach to raising capital, providing users with simple, professional, and secure interfaces to facilitate efficient investor interaction.
Fundamental Portal provides a seamless experience to both investors and capital raisers.
Facilitates quick soft commitments
Funds can be raised in just minutes
Streamlines distribution workflows
Allows real-time document sharing
But that's just the beginning. Fundamental Admin is an add-on that complements Fundamental Portal by providing comprehensive back-office assistance. Fundamental Admin allows fund managers to focus their efforts on capital raising and growth, rather than administrative tasks.
Description
Each organization will set specific goals, and every individual will need to play a role in achieving their team's overarching objectives. Regardless of the business aim, it is crucial to assess the outcomes of various activities and to enhance the agility and transparency of business operations. Enterprise Resource Planning (ERP) systems, which extend beyond standard management applications, are essential for overseeing the daily data generated by large companies, enabling them to provide customers with superior products and experiences. Historically, these systems have been utilized primarily for back-office tasks related to finance and accounting; however, they now need to integrate with customer relationship management (CRM) applications, Industry 4.0 technologies, and other systems to foster customer loyalty effectively. The evolution of ERP systems emphasizes the importance of interconnectedness in today’s fast-paced business environment, ensuring that companies can adapt quickly to changing market demands.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$1500/yr
Tiered, Equity Under Management
Free Trial
No
Free Version
No
Pricing Details
$16.39 per user per month
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Fundamental Portal
Founded
2023
Country
United States
Website
fundamentalportal.com
Vendor Details
Company Name
Avantune
Founded
1994
Country
Canada
Website
www.genialcloud.com/discover-genialcloud-proj
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
ERP
Accounting Integration
Yes
Accounting Management
No
CRM
Yes
Dashboard
No
Distribution Management
Yes
Enterprise Asset Management
Yes
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
No
Reporting/Analytics
Yes
Sales Management
No
Supply Chain Management
Yes
Warehouse Management
Yes