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