Audience

Businesses seeking an investment management solution

About Fundamental Portfolio Manager

The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Fundamental Software
Founded: 2003
South Africa
www.fundamental.net/products/

Videos and Screen Captures

Fundamental Portfolio Manager Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online

Fundamental Portfolio Manager Frequently Asked Questions

Q: What kinds of users and organization types does Fundamental Portfolio Manager work with?
Fundamental Portfolio Manager works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Fundamental Portfolio Manager support in their product?
Fundamental Portfolio Manager supports these languages: English.
Q: What kind of support options does Fundamental Portfolio Manager offer?
Fundamental Portfolio Manager offers support via phone support and online.
Q: What type of training does Fundamental Portfolio Manager provide?
Fundamental Portfolio Manager provides training in the form of live online.

Fundamental Portfolio Manager Product Features

Hedge Fund

Portfolio Analysis Not Supported
Partnership Accounting Not Supported
Contact Management Not Supported
Investor Accounting Not Supported
Compliance Management Not Supported
Investor Reporting Not Supported
Portfolio Management Not Supported
P&L Calculation Not Supported
Performance Analysis Not Supported

Investment Management

Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Client Management Not Supported
Commodities Not Supported
Risk Management Not Supported
Benchmarking Not Supported
Fund Management Not Supported
Accounting Management Not Supported
Data Import / Export Not Supported
Bonds / Stocks Not Supported
Modeling & Simulation Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Compliance Reporting Not Supported

Stock Portfolio Management

Order Management Not Supported
For Traders Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Wash Sale Detection Not Supported
Portfolio Rebalancing Not Supported
Technical Analysis Not Supported
For Investment Advisors Not Supported
Data Warehousing Not Supported
Portfolio Accounting Not Supported
Tax Management Not Supported
Risk Management Not Supported