About Visual FPM
Visual FPM is a financial portfolio management software from Computer Design that supports investment management, private banking, family offices, and hedge funds. It combines webFPM, cloudFPM, and FPM Online so users can manage portfolios efficiently across various platforms. The software provides comprehensive tools and features for tracking and analyzing investments, client relationships, and financial performance. Additionally, it helps institutions adapt to changing market conditions and meet client needs effectively. Key capabilities: investment tracking reporting tools client management real-time analytics compliance support Best for: financial professionals that need to manage diverse investment portfolios.
Visual FPM Details
Visual FPM's In-App Market Place
Does Visual FPM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£)
Pros & Cons
- Supports a broad range of instruments and complex fund structures.
- Integrated front-to-back functionality avoids the need for multiple separate systems.
- Real-time cash and liquidity visibility aids risk control and decision making.
- Pre-trade compliance checks help enforce mandates and reduce errors.
- Built-in reporting and investor statement generation reduces administrative workload.
- Complexity may overwhelm small portfolios or individual investors.
- Setup and configuration can be non-trivial for new users.
- Limited flexibility compared with custom in-house solutions for highly tailored workflows.
- Integration with external systems may require additional configuration.
Visual FPM's Support Options
Email Address
nfo@computerdesign.co.ukContact
+44 (0) 20 7370 3980Visual FPM's Alternatives
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