SalesforceAC
Asset Class Fund OS (Fund Operating System)
Manage private-capital investor lifecycles in Salesforce Platform, from onboarding and subscriptions to portals, renewals, and portfolio management.
Asset ClassFreemium
FundPanel
by Aduro AdvisorsSalesforcePaid
Manages alternative investments, investor communications, reporting, and portfolio metrics in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
FundPanel manages non-liquid investment portfolios, investors, communications, and reporting in Salesforce Platform. It supports capital calls, distribution notices, quarterly fund reports, and general investor relations. The application also supports portfolio analysis across multiple metrics, investment performance metrics, and investor and investment deal flow.
Key capabilities
from the Salesforce AppExchange listingCapital calls
Issues capital calls.
Distribution notices
Issues distribution notices.
Quarterly fund reporting
Produces quarterly fund reports.
Portfolio analysis
Analyzes portfolio investments across multiple metrics.
Investor relations
Manages investment communications and general investor relations.
Deal flow management
Manages investor and investment deal flow.
Who it's for
Alternative asset managers.
How it compares
FundPanel supports capital calls, distribution notices, quarterly fund reporting, portfolio analysis, and investment performance metrics. Asset Class Fund OS (Fund Operating System) describes investor onboarding, data rooms for sharing fund details, and subscription document issuance. MosaicRM Software describes idea generation, research information, contracts, payments, and documents for investment, compliance, and finance or operations teams.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Asset Class Fund OS (Fund Operating System) | Freemium | Cloud | |
| MosaicRM Software | Paid | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
Similar plugins in Salesforce Platform · Finance
View all 295 →
MosaicRM Software
Manage investment research, approvals, contracts, payments, and documents in Salesforce.
Mosaic Research ManagementPaid
Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
Docusign eSignature for Salesforce: The trusted eSignature solution
Send, sign, track, and store agreements from Salesforce records with DocuSign eSignature.
Docusign, IncPaid
What the vendor says
«This application does alternative (non-liquid) investor management and communications. It Keeps track of investment management, portfolio tracking, along with investment communications and reporting . The application will enable alternative asset managers to quickly and easily issue capital calls, distribution …»