FMS - Fund Management Solution

Simplify the Complexities of Fund Management

Introducing Inovis FMS – the intelligent fund management platform built to streamline operations, automate commissions, and transform administrator data into actionable insights.

Whether you manage private credit, real estate, hedge funds, or traditional funds – Inovis FMS gives you full control over investors, distributors, agents, and fund per formance in one secure ecosystem.

Benefits of the platform:

  • Reduce operational friction;
  • Eliminate spreadsheet chaos;
  • Gain control across distribution channels;
  • Improve compliance & documentation control;
  • Strengthen relationships with agents & investors;
  • Real time repor ting to make bet ter decisions using accurate data.

Flexible Data Import Interfaces

  • Seamless Integration: Import investment performance data effortlessly from various administrators, ensuring accurate performance reporting by fund and administrator.

Customizable Commission Agreements

  • Configurable Commission Templates: Configure ongoing commissions, one-time referral fees, success fees, and volume commissions by fund, distributor, agent, or employee.
  • Comprehensive Reporting: Generate detailed PDF/Excel commission reports categorized by fund, distributor, agent, and employee.

Advanced Customisable Reporting Capabilities

Create customizable reports, including:

  • Commission summaries;
  • Investor one-pagers;
  • BI analysis of leads, investments, NAV, agent activities, and quality assurance.

Efficient Task Management

  • Task/Task Automation: Gain complete visibility and control over ongoing activities through a dedicated task management platform, enhanced by intelligent automation for recurring processes.

Custom Digital Document Signing

  • Customizable Signing Process: Deliver a branded, customizable digital signing experience including data extraction from signed documents and automated population to CRM, enabling subsequent documents to be generated instantly—accelerating and simplifying the entire signing process

Engage Investors with Targeted Communication

  • Segmented Email Campaigns: Communicate effectively with investors through targeted email campaigns segmented by investor groups, investor, funds, distributors, agents, and preferred languages;
  • Emailing Tools: Utilize our email editor and mass mail distribution solution to streamline communication and maintain logs of all correspondence.
Ready to Transform Your Fund Management? Contact us today to learn how Inovis FMS can enhance your operational efficiency and investor relationships!