Technology
FundView Investor Portal and Reporting Platform
Our simple, intuitive and robust reporting solution for investors.
Our technology platform is an integrated online portal and reporting tool which allows users to easily generate dynamic reports for both internal and external reporting.
You can login to the platform directly from your homepage. The dashboard reports available display key fund information such as exposure levels, counterparty splits and committed versus called capital. It enhances our ability to perform through the use of a simple, intuitive and robust reporting solution.
Key Features:
Reporting available to both Managers and Investors
Dynamic real time reports and integrated feeds come from our core administration platform
Dashboard reporting to show key Investment Manager information
T+1 reports at your fingertips
Performance reporting downloads
Customised views for all users
Dynamic report building tools allowing users to choose the format and structure to suit their business
A library of over 200+ reports
Online Fund Factsheets available to track all key fund information
Flexibility architecture allowing users to select all date ranges for the reports
Separate reporting access for Investment Managers and investors to protect sensitive data
An intuitive and easy to follow tool with full service support functionality
Social Suite
Socialsuite is a technology platform that Impact Investment Fund has adopted to measure and report on the social and environmental outcomes of our investments.
How it works
Step 1 – Plan
Identify the outcomes you want to achieve, and how you plan to measure them.
Step 2 – Measure
Collect real time feedback from all stakeholders to measure impact – staff, clients, funders and partners.
Step 3 – Learn
Obtain valuable insights from all perspectives to rapidly understand what is (and isn’t) effective, and why.
Step 4 – Refine
Be agile — quickly make the right changes for better results, then repeat the process for continuous improvement.
Benefits of using Socialsuite
Collect continuous, real time feedback from all stakeholders
Rapid refinement of programs and initiatives
Use outcomes reports to secure funding and improve services
Real data and genuine insight on your effectiveness and outcomes