FundManager.io is a comprehensive financial software tailored for investment managers and financial advisors. It offers robust tools for portfolio analysis, automated reporting, and real-time data integration, enabling users to optimise performance and make informed decisions efficiently.

What are the main features of FundManager.io?

Advanced Portfolio Analysis

Experience superior portfolio management with FundManager.io. This feature empowers professionals to meticulously analyse client holdings, enhancing decision-making processes.

• Custom Benchmarking: Compare portfolio performance against industry standards.
• Risk Assessment: Identify and manage potential risks in your portfolios.
• Performance Attribution: Dissect portfolio returns to uncover key drivers of performance.

Automated Reporting

Streamline your reporting processes with FundManager.io's automated systems, saving time and reducing manual errors.

• Customisable Templates: Generate reports that reflect your unique insights and branding.
• Scheduled Reporting: Set up automated distributions to clients and stakeholders.
• Compliance Checks: Ensure your reports adhere to industry regulations and standards.

Real-Time Data Integration

Stay ahead with real-time data directly integrated into your FundManager.io platform, ensuring you have the most up-to-date information.

• Market Data Feeds: Access live market data to make informed investment decisions.
• Client Portal: Provide clients with a real-time view of their portfolio performance.
• API Connectivity: Seamlessly integrate with existing systems for a comprehensive solution.