Türkçe
EnglishSingle Platform
Manage CRM, operations and investment processes in one application.
End-to-End Asset Management
FundDesk
Complete control over asset management.
Manage every investment process, from CRM and fund operations to real estate and venture capital, on one secure, modular and powerful platform.
Secure and scalable platform
ONE PLATFORM. UNIFIED MANAGEMENT.
Every investment process in one center
In asset management companies, client relationships, fund operations and alternative investment processes can become fragmented across multiple applications. This limits operational speed, data integrity and management visibility.
FundDesk unifies these processes on a shared data model, enabling teams to work with control, executives to access current information and organizations to scale with confidence.
Why FundDesk?
Designed around the needs of the financial industry.
Enterprise capabilities spanning technology infrastructure, security, governance and reporting.
On-Premise Deployment
Keep critical data on your own servers and under your control.
Secure Infrastructure
Benefit from security and governance aligned with financial industry requirements.
Modular Structure
Start with the modules you need and expand the scope as you grow.
Flexible Reporting
Turn data into decision support with Excel, PDF and custom reports.
Authorization
Strengthen operational control through role-based user and access management.
Four powerful modules
One platform for every stage of asset management
Manage critical processes as one connected flow, from client engagement to the investment lifecycle.
CRM
Unify client relationships, sales processes, activities, tasks, revenue tracking and model portfolio management.
- Activity and task management
- Fund orders and bank instructions
- Risk, revenue and asset tracking
Fund Operations
Monitor fund performance and cash positions while bringing discipline to reporting and investment committee processes.
- Fund monitoring and reporting
- Fund Cards in Seconds
- Investment committee decisions
- Dashboards and notifications
Real Estate
Manage property, lease, valuation, invoicing and collection processes across real estate investment funds.
- Acquisition and disposal management
- Lease and collection tracking
- Valuation management
Venture Capital
Track portfolio companies, funding rounds, ownership ratios, valuations and milestones through one connected flow.
- Company and investment management
- Valuation processes
- Complete investment lifecycle
FROM OPERATIONS TO INSIGHT
Less operational burden. Stronger decisions.
FundDesk standardizes data flow across teams, reduces manual work and delivers current visibility at management level.
TECHNOLOGY TRUSTED BY THE INDUSTRY
Organizations strengthening their operations with FundDesk
