FundWare Overview

FundWare is a powerful investment management software designed to help investment firms, financial advisors, and portfolio managers track and manage their investments efficiently. The platform provides tools for managing client portfolios, tracking investment performance, and ensuring compliance with financial regulations. FundWare’s real-time data tracking allows users to monitor market trends, analyze portfolio performance, and rebalance investments as needed. The software also includes reporting tools that provide detailed insights into investment returns, risk levels, and asset allocation, helping financial professionals make data-driven decisions. With its robust security features and compliance tracking, FundWare ensures that investment firms can manage client assets securely and in line with industry regulations.

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Contact Details

  • Vendor Name Funds-Axis
  • Founded 2006
  • Location United Kingdom

Support

  • Chat Chat

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

Accounting

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FundWare Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

FundWare Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

FundWare FAQs

FundWare is a powerful investment management software designed to help investment firms, financial advisors, and portfolio managers track and manage their investments efficiently. The platform provides tools for managing client portfolios, tracking investment performance, and ensuring compliance with financial regulations. FundWare’s real-time data tracking allows users to monitor market trends, analyze portfolio performance, and rebalance investments as needed. The software also includes reporting tools that provide detailed insights into investment returns, risk levels, and asset allocation, helping financial professionals make data-driven decisions. With its robust security features and compliance tracking, FundWare ensures that investment firms can manage client assets securely and in line with industry regulations.

  • No, FundWare does not offer a free version.

  • Yes, FundWare offers a free trial.

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

  • No, FundWare does not offer an API.

  • FundWare offers support with the following options:
    • Chat

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

  • FundWare supports the following languages:
    • English

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

  • FundWare supports the following deployment:
    • Cloud Hosted

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