FundsPortal connects asset managers and distributors on a single platform — product master, shelf approvals, lifecycle management, and live fund flows.
Track every fund event — launches, closures, benchmark changes, fee updates — with structured workflows, maker/checker approvals, and a full audit trail.
Distributors manage their approved fund shelf with tiered approvals, wrapper eligibility, and review schedules. Asset managers get full placement visibility.
Real-time transaction data and holdings aggregated by counterparty, share class, and distributor. Monitor AUM, track settlement status, spot distribution trends.
REST and webhook APIs to push fund data, sync shelf decisions, and receive real-time lifecycle events into your internal systems or data warehouse.
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