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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Screenshots View All

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 

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