FUND XP Overview

FUND XP is a robust reporting software solution tailored for financial and investment professionals who need comprehensive and real-time reporting capabilities. The platform allows users to efficiently track and analyze fund performance, generate detailed financial reports, and manage complex portfolios. FUND XP offers a range of customizable reporting templates that cater to different asset classes, investment strategies, and compliance requirements. Users can create performance reports, risk assessments, and detailed financial statements, all backed by real-time data. The software integrates with various data sources, ensuring seamless data import and export for accurate reporting. Additionally, FUND XP includes analytical tools to evaluate key metrics such as return on investment (ROI), net asset value (NAV), and expense ratios. It helps financial firms comply with regulatory standards while providing investors and stakeholders with transparent, easy-to-understand reports. With its intuitive interface and powerful features, FUND XP enhances decision-making and operational efficiency in investment management.

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Contact Details

  • Vendor Name Fund XP
  • Founded
  • Location Luxembourg

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Hospital & Health Care, Information Technology & Services, Real Estate

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FUND XP Features

  • Arrow Icon Forecasting
  • Arrow Icon OLAP
  • Arrow Icon Customizable Dashboard
  • Arrow Icon Visual Analytics
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Performance Metrics
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Drag & Drop
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Ad hoc Query
  • Arrow Icon Scheduled/Automated Reports
  • Arrow Icon Search/Filter
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Sales Reports
  • Arrow Icon Marketing Reports
  • Arrow Icon Data Connectors
  • Arrow Icon Collaboration Tools

FUND XP Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

FUND XP FAQs

FUND XP is a robust reporting software solution tailored for financial and investment professionals who need comprehensive and real-time reporting capabilities. The platform allows users to efficiently track and analyze fund performance, generate detailed financial reports, and manage complex portfolios. FUND XP offers a range of customizable reporting templates that cater to different asset classes, investment strategies, and compliance requirements. Users can create performance reports, risk assessments, and detailed financial statements, all backed by real-time data. The software integrates with various data sources, ensuring seamless data import and export for accurate reporting. Additionally, FUND XP includes analytical tools to evaluate key metrics such as return on investment (ROI), net asset value (NAV), and expense ratios. It helps financial firms comply with regulatory standards while providing investors and stakeholders with transparent, easy-to-understand reports. With its intuitive interface and powerful features, FUND XP enhances decision-making and operational efficiency in investment management.

  • No, FUND XP does not offer a free version.

  • Yes, FUND XP offers a free trial.

  • No, Credit Card details are not required for the FUND XP trial.

  • No, FUND XP does not offer an API.

  • FUND XP offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • FUND XP offers training with the following options:
    • In-person , Live Online , Webinar

  • FUND XP supports the following languages:
    • English

  • Following are the typical users of the FUND XP:
    • Self-Employed , Small-Business , Midsize-Business

  • FUND XP supports the following deployment:
    • Cloud Hosted

  • FUND XP supports the following devices and operating systems:
    • Web-Based