Fund Management
by Mortgage Automator · Wealth and investment platforms · Toronto, Canada
Investor and fund management tools
What Fund Management does
- Investor communication
- Fund setup and ongoing administration
- Investor records and transactions
- NAV and balance tracking
- Statement preparation
- Compliance and audit preparation
What Fund Management is used for
- Manage multiple fund structures in one platform
- Manage DRIP settings and interest allocation methods
- Manage deposits, transfers, and redemptions
Who Fund Management is for
- Wealth and investment managers
- Non-bank lenders
About Mortgage Automator
Loan origination, servicing and fund management software for private mortgage lenders.
Mortgage Automator in the vendor registry: its products, features and similar vendors.
Also by Mortgage Automator
- Loan Origination: Origination workflows for private lenders
- Loan Servicing: Automated loan administration and payments
- Borrower and Broker Portals: Online applications and document sharing
- Construction Draw Management: Management of construction loan draws
More in this category: Wealth management and investment platforms.
Weighing up Fund Management? Create a free procurement account to run the question as a procurement: Mortgage Automator and the alternatives answer your requirements side by side, on the same terms.
Built by Vederca from public sources, last updated 2026-10-18.