FundPortal is the modern way to market your funds
Streamline your workflow, delight your clients.

Scale your investor relations
Identify and manage engaged clients with an intelligent CRM designed for hedge funds.

Build your brand
Maximise your marketing efforts with a customisable client portal that can be accessed through your website.

Enable intelligent fund analysis
Delight and retain investors with built-in analytics across a range of metrics to showcase how you beat the S&P 500.

Simplify Compliance
Provide MiFID II and GDPR compliant access to your fund profile, documentation, and company updates.

Control your financial documents
Define user permissions and maintain an audit trail of user access to your fund documents.

Send timely information
Share your fund updates and commentary with investors and keep them up to speed with an easy-to-use email builder.