Solutions / Institutional Investors
One record behind every commitment your institution makes.
Pension funds and insurers answer to boards, beneficiaries and supervisors for every fund they commit to. FundFrame keeps the manager, the diligence, the decision and every quarter since on one record, so the investment team, risk and finance work from the same facts.
Book Demo
One platform for the whole institution.
In most institutions the investment team, operations, risk and finance each keep their own version of the portfolio. FundFrame gives them one, so the time goes to the decisions instead of reconciling spreadsheets.
01
Front and back office on one platform
The Investment CRM, Due Diligence and Portfolio Monitoring share one record. When a commitment closes, the fund moves into monitoring with the diligence file and the relationship history attached, and nobody types it in again.
02
Knowledge that stays with the institution
Meeting notes, documents and decisions sit on the manager's record instead of in personal inboxes. When a portfolio manager moves on, what they knew stays, and whoever takes over starts from the full history.
03
One set of figures for every team
The investment team, risk, finance and compliance read the same numbers from the same source. Colleagues who only need to follow the portfolio can be Viewers, so they see everything without being able to change it.
04
Grows with your team
Start with the core investment team and bring in operations, risk and the committee as you go. The same platform works for a team of five and for an organisation of fifty.
Check any figure against the page it came from.
Every number FundFrame reads keeps a link to the document and the page it came from. Click a NAV or a capital call and the statement opens with the figure highlighted, so your risk function and your auditors can check any number without asking the investment team.
Everything your security and compliance teams will ask for.
Where the documentation lives, and the answers to the questions your procurement, risk and IT teams will ask before FundFrame is approved.
Access
Multi-factor authentication is on for every user and cannot be switched off. Each user is an Admin, an Editor or a Viewer, so you decide who can change the data and who can only read it.
Testing
The platform is penetration tested on a recurring schedule, and every finding is fixed and tested again before sign-off. Our code, its dependencies and the infrastructure are scanned continuously.
Continuity
Redundant infrastructure, automated backups and disaster recovery procedures keep your data available.
Availability
The live status of the platform is public, so your team can check it at any time.
Exit
Your team can export every record at any time, from the manager records and notes to the fund figures. If you leave, FundFrame deletes your data once you have taken it with you.
Common questions
Something else? Get in touch.