Fundportal is branded, password-protected online version of your Firm's Funds, where you can invite Clients and Prospects and give access to your funds' information.
- It is the one-stop tool for Hedge Fund Managers when it comes to the Business Development side of their Firm.
- It is designed to change the way in which you share fund information with prospects and current investors.
- It helps you to attract new investors, convert prospects and engage your existing clients.
Benefits for your prospects & investors:
- Transparency - Your (per-fund) performance data & documents, since inception, in one, secure place
- Timely updates - Receive regular notifications of recent performance updates, research & thought pieces, purchase term/fee amendments and awards
- Interactive factsheets & analysis - Access to a suite of analytics & risk/return metrics on one user-friendly interface.
- A private area to login on your website
Benefits to you as a fund:
- Security & compliance - Password-protected area with reduced risk of data leakage, 5 tiered document access levels depending on investor type and due diligence stage, ability to permission investors on a per-fund basis
- Data-driven insights - Ability to see exactly who is engaging with your products, including how often they are logging in and which documents they are viewing
- In-depth peer analysis - Know how you are doing and why you stand out
- Full branding - Customise your profile and grow your brand
- Embedded in your own website - picking up organic website visitors