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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 is outsourced to us, so there's no expensive hardware or software to buy. You benefit from automatic software updates and data backup. And there's no need for market data feeds either.
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 retrieves real-time and historical prices... captures and manages transactions... monitors portfolios in aggregate or in detail... marks positions "to market"... calculates profit and loss... quantifies portfolio risk... measures performance... and much more.
Fuel productivity with highly intuitive interface
You get precisely the information you want – slice and dice your holdings… aggregate and drill-down to detail... interact with up-to-the moment reports... and dynamically chart portfolio and market data.
Access portfolio anytime, anywhere
The Internet-based design permits FundsTOTAL not only to be accessible anywhere anytime, but to be used simultaneously by all the people within the fund allowing them to work as a team. No matter where they might be: on the road, working from home, from another office or during an investor presentation.
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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