SERVICES FOR INVESTMENT FUNDS

Fund management software solutions help professional investors perform their daily work better. Such software is used for portfolio management, auditing, and compliance, LP onboarding, generating financial statements, and displaying the main metrics of the fund. In practice, the number of programs the fund works with reaches 10, 15, and in some cases even more. This is no doubt inconvenient.

The idea of ​​the project was initially to create a common service for managing all fund operations. The user in AIRR can integrate and combine data from the systems he uses. For example, integration with a number of CRM, Business Intelligence systems, accounting programs, programs that work with stock data, DocuSign for signing documents with investors, applications for lead generation, and collection of metrics are configured here. Pipedrive, Salesforce, Xero, PowerBI, Qlik — there are more than 18 integrations at the moment. Almost any system that has an API can be linked to the platform.

Using AIRR as an example, let’s see how the software for investment funds works 👇🏻

https://blog.theairr.com/2021/01/19/services-for-investment-funds-how-such-software-works/

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