Fundsview Global Platform — investor onboarding, disclosure & engagement
Onboard investors, meet disclosure obligations, and give every LP a place to see what they hold — plug-and-play, on infrastructure your compliance team can actually audit.
Fundsview Global Platform is our flagship product — formerly branded as our investor relations platform, now the foundation the rest of our suite is built around.
We develop modular solutions and integrate them into a unified platform that connects fund managers, family offices, advisors, and investors — bridging deep experience in finance, tech, and operations to streamline workflows, surface lifecycle insights, and deliver meaningful transparency to every party.
A wide range of asset classes including equities, bonds, fixed income, ETFs, and private credit. Supports loans, private equity, and fund of funds.
In-depth insights to match the right products with each investor's financial goals. Enhance portfolio strength and resilience.
Powerful data visualizations and insights designed for both investors and managers. Track trends and performance effectively.
Built for the onboarding journeys, disclosure demands and governance expectations that come with running a fund — not bolted on after the fact.
A structured onboarding journey — KYC, AML, subscription documents — that scales past a spreadsheet without adding headcount.
Transaction capabilities that let your LPs and investors act online — subscribe, redeem, and manage elections without a manual, paper-based process.
Push disclosures, statements and fund updates to every investor from one place, with a record of what was sent, to whom, and when.
Every investor interaction is logged — the evidence trail your auditors and regulators expect, without a separate compliance project.
A compliance workflow built on a risk-based approach, with embedded AML and sanctions screening for ongoing monitoring — not a one-time check at onboarding.
Give advisors and managers the visibility they need into their book without giving them the keys to everything else.
One platform across open-ended, close-ended, SPV and fund-of-funds structures — no separate tool per structure type.
An IRAAS model that integrates with how you already operate, instead of asking you to rebuild your operating model around a platform.
This is the part of the platform your investors actually see — the deliverable, not the audience you're pitching.
Investors see what they hold, when it was last valued, and what's changed — without emailing your team for a statement.
Fund updates and required disclosures arrive where investors expect them, with a clear record they were received.
Investors can reach the advisors and managers connected to their holdings directly through the platform.
Where your fund structure allows it, investors can act — subscribe, review, respond — without a manual, paper-based process.
One platform, evaluated once, across the structures you actually run.
Find a plan that fits your business needs and scale confidently with Fundsview Global. Whether you're just starting or managing complex investment operations, our flexible plans are designed to grow with you.
All plans are a flat fee with add-on module pricing, with the exception of the Enterprise plan. All plans carry a technology disbursement fee of 3% on the invoice. Your fund count, AUM band and investor count determine which tier fits your firm — but within a tier, the fee is flat, not metered against those numbers.
Determine the volume of your funds, AUM size or number of companies to be invested, potential number of accounts or investors to be onboarded, and the current state of your fund — for example, whether you're ready with a seed investor base.
Fund modules are modular in nature and can be added on or swapped depending on the modules requested. We will assess your fund structure to determine the best approach.
It's great news that your fund size or investor base grows. We can either upgrade you to the next plan or negotiate add-on pricing with a transparent breakdown of tier consumption.
Fundsview Global Platform is designed to be a tech infrastructure provider. Your fund count, AUM band and investor count determine which plan tier fits your firm — but once you're on a tier, the fee is flat, not usage-based. We don't meter you per fund, per dollar of AUM, or per account the way some platforms do; you pay the tier's flat annual fee regardless of exactly how close you are to its limits, and move up only when you outgrow it.
Reach out to our sales team today and discover how Fundsview Global Platform can elevate your investment operations.
Human sign-off, source attribution and a full audit trail — the standard your auditors and LPs will actually inspect, applied to every investor-facing action on the platform.