Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enter Fundy, a powerful web-based platform from Exquance Software, designed to streamline and secure every stage of fund administration. Built with input from finance professionals and engineered for performance, Fundy brings automation, transparency, and control to the forefront of fund management.
What Fundy Delivers:
Automated Financial Operations
Say goodbye to manual calculations. Fundy handles capital calls, distributions, and fee structures with precision—saving time and reducing human error.
Real-Time Payment Tracking
Direct integration with banking and accounting systems allows for instant visibility into payment statuses and transaction flows.
Robust Reporting Tools
Generate detailed Excel reports with embedded formulas that adapt to your workflow—ideal for audits, investor updates, or performance reviews.
Secure and Compliant Infrastructure
Built for today’s regulatory environment, Fundy includes single sign-on (SSO), multi-user transaction confirmations, and full audit trails to ensure accountability and security.
Portfolio Intelligence
Analyze fund performance, monitor investor activity, and gain actionable insights—all from a clean, intuitive interface.
Whether you're managing a single fund or a multi-asset portfolio, Fundy replaces spreadsheets and siloed systems with a centralized, scalable platform that grows with your operation. Trusted by investment professionals to reduce operational risk and streamline fund workflows, Fundy delivers the tools you need—without the tech debt.
Ready to see what modern fund management looks like?
Request a free demo and experience Fundy in action.
Description
Track with Ease stands out as the most impactful technological enhancement I have implemented in my legal practice. Since I began using it, our deal volume has doubled, and we've maintained greater organization, even with an increased caseload. This solution has alleviated my team from tedious administrative tasks, enabling us to provide the exceptional client service we are committed to through streamlined automation and improved communication. You can oversee everything from contracts to closures, including documents, contacts, deadlines, workflows, e-signatures, and more. It guarantees that the right updates or reminders are automatically dispatched to the appropriate individuals at the perfect moment. By utilizing this tool, you can significantly decrease the number of calls and emails associated with each transaction, streamline processes, and save valuable hours on follow-ups, ultimately minimizing unnecessary busy work. As a result, you'll reach the closing stage more swiftly, requiring fewer staff hours for each case, thus enhancing overall efficiency in your practice. This transformative approach not only boosts productivity but also allows us to focus more on our clients, ensuring their needs are met promptly and effectively.
API Access
Has API
API Access
Has API
Integrations
Finago Procountor
ModelTree
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$129 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Exquance Software
Founded
2012
Country
Finland
Website
www.exquance.com/products/fundy
Vendor Details
Company Name
TrackWithEase
Founded
2013
Country
United States
Website
www.trackwithease.com
Product Features
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Product Features
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review