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FundsTOTAL is a SaaS (Software as a Service) solution that outsources portfolio management, risk management and performance attribution functions to us. It is ideal for funds that want a rapidly deployable solution accessible on demand, without the burden of maintaining a technology infrastructure.
Reduce financial technology costs
FundsTOTAL gives you the power of an enterprise class solution for a fraction of the cost - you have minimal up-front expenses and affordable subscription fees. Your IT operation management left to us, so you benefit from automatic software updates and data backup. And there's no expensive hardware or software to buy.
Make better-informed investment decisions faster
Keep on top of rapidly changing markets. Given recent market volatility, it's critical to be able to monitor and analyze information during the trading day - even if your fund is geared toward long-term investors. Having real-time information helps you stay ahead of the curve.
Focus on investing instead of technology
FundsTOTAL automates fund management - it captures and manages transactions... retrieves real-time and historical prices... monitors portfolios in aggregate or in detail... marks positions "to market"... calculates profit and loss... quantifies portfolio risk... measures performance... and much more.
Streamline operations and fuel productivity
FundsTOTAL eliminates the need to maintain error-prone and slow spreadsheets. FundsTOTAL keeps full audit trail. And it’s patented technology provides fast interface to intuitive reports and charts, so you spend less time looking for data.
Access portfolio anytime, anywhere
As you travel, visit a client or work from home, all you need to get instant access to your portfolio is a computer connected to the Internet or smart phone such as iPhone or Blackberry.
The bottom line
FundsTOTAL provides real-time, customized solutions at an affordable subscription price, so you can make better informed decisions, spend far less on infrastructure and gain more time to run the fund.
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