Fund Administration Software

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Fundpanel handles the details of your capital calls, investor relations, and back-office ops so you don’t have to. Providing tools to dozens of the largest funds in the US and around the world.

Login Portal

Investor Portal

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Fund Data

Investors can easily view funds, capital commitments, capital calls, distributions, and capital accounts in clear dashboard views.

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Documents

Provide investors with a centralized and secure location to access their documents 24/7 in the cloud. Easily upload and organize documents by fund, investment vehicle, document type and date.

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Fundraising

Securely share prior and current fund performance with new prospects.

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Centralized

Simplify the management of multiple usernames and passwords. Each user has just one login that can be assigned to multiple organizations.

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Access Control

Assign individual users with specific role types to ensure they can only view and download what they have access to.

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Secure

Built on the Salesforce Multitenant Cloud for enterprise-grade security. Confidently scale operations by leveraging Salesforce’s robust and flexible security architecture.