The fund, in your investors' pockets.
Native apps for iPhone and Android, reading the same ledger as the web portal. Clients tell us it's the part of the platform their investors like most.
Does FUN/D have a mobile app?
Yes. FUN/D has native apps for Apple iPhone and Google Android. Investors sign in with the same credentials and permissions as the web portal and see the same live data — capital accounts, performance, documents and notices — because the app reads the same fund ledger.
LPs check their portfolios the way they check everything else: on their phone, between meetings. A web portal that is awkward on a small screen gets opened once a quarter. FUN/D's apps are built for the phone, so a capital account, a distribution history or last quarter's statement is two taps away.
Because the apps are a view of the same ledger as the web portal, there is nothing to sync and nothing to upload twice. A document released in the portal is in the app; a permission removed on the web is removed on the phone.
FUN/D is the books-of-record product from the company behind InvestorPortalPro: where IPP is a portal for firms whose accounting lives elsewhere, FUN/D is the ledger, with the portal as its read side.
iPhone and Android
Native apps for both platforms, not a web page wrapped in an icon.
Same ledger, same numbers
Capital accounts, commitments, contributions, distributions and NAV come from the fund ledger, exactly as on the web.
Documents on the go
Statements, notices, K-1s and fund reports open in the app, filtered by the investor's permissions.
Same permissions
Access is controlled by the same roles and document permissions as the portal; no second user list.
Secure sign-in
Investors sign in with their portal credentials; sessions follow the same security policy as the web.
For the fund team too
GPs and IR can check a fund's position or an investor's record without opening a laptop.
Questions we get about this
Are the apps included in the licence?
Yes. Investor and team access through the apps is part of the platform, with no per-download or per-user charge.
Do investors need a separate login?
No. They use the same credentials as the web portal.
Can we brand the app?
Ask us: branding options depend on your configuration, and we'll tell you exactly what is available for your firm.
Related reading
Why LPs want a mobile app · Investor portal software · Capital account
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