Update 50 portfolios
- Spreadsheets
- 50 manual updates
- Bank Portals
- Not possible
- Fundpilot
- 1 click
The client reporting platform that makes you look professional — while saving you 10+ hours per month on spreadsheets and manual updates.
Private onboarding for each client portal
150+ advisors across europe
Every month it's the same drill: export data, update spreadsheets, format PDFs, email each client individually. One fund with 30 investors? That's 30 personalized reports. Miss a decimal point and you're explaining errors instead of strategy.
Time cost
10-15 hours/month on reporting alone
Markets move and your phone lights up. Every client wants an update, but your data lives in scattered spreadsheets. You're digging through files while trying to sound confident. Not exactly the premium service you promised.
Trust cost
Clients sense chaos even when you hide it
Your competitors have sleek client portals. Your clients get... PDFs? Excel attachments? In 2026, that screams "small operation" — even if your returns are better. First impressions matter, especially when clients compare notes.
Growth cost
Hard to win referrals when your tools look dated
What if you could update 100 portfolios with a single entry — and your clients could check their performance anytime, from any device, without calling you?
Create your investment funds once. Define the structure, currency, and fee model. Takes 10 minutes.
Enter the fund's performance once. Every client portfolio holding that fund updates automatically. No copy-paste. No individual calculations.
Your clients log into their personal dashboard — branded with your logo — and see exactly how their investments perform. 24/7 access. Any device. No calls needed.
Professional features without the enterprise price tag.
Enter fund performance once, all client portfolios update instantly. Cascade updates mean 50 clients in one fund equals one update, not 50.
Your brand, your colors, your domain (Enterprise). Mobile-ready dashboards clients can navigate without training. Secure login with 24/7 access.
Track any currency — EUR, CZK, USD, CHF, GBP. Show clients totals in their preferred currency with automatic FX handling.
Every transaction, fee, and dividend recorded. Performance attribution shows which investments drove returns. Generate any time-period view.
Post announcements, share documents, track read receipts. One place for all advisor-client communications.
Enterprise-grade features at a fraction of the cost.
“I manage 40 client portfolios across 3 funds. Before Fundpilot, month-end was a 12-hour nightmare. Now I update performance once and everything syncs.”
Questions Advisors Ask
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Join 150+ advisors who upgraded their client experience — and got their time back.