FundX CRM
Organize investor onboarding, investment plans, account records, transaction histories and distribution workflows in a structured administrative environment.
FundX CRM gives investment businesses a structured way to run investor operations: onboarding, investment records, allocations, and distributions — all traceable in one system.
Instead of scattered documents and spreadsheets, your team works from investor profiles with full transaction histories and reporting your accountants will actually accept.
Ideal for
- Investment firms onboarding investors into structured plans or portfolios.
- Asset managers who need clean investment records and transaction histories.
- Businesses running distribution or profit-share workflows for investors.
- Teams that need investor reporting without manual spreadsheet assembly.
How it works
- Registration. Investors onboard through your branded flow; profiles and documents land in FundX.
- Configuration. Investment plans, allocation rules, and approval chains are set to your model.
- Integrations. Payment providers and reporting tools connect per your operational stack.
- Operational use. Your team manages investments, transactions, and distributions from investor profiles.
- Reporting. Investor statements, allocation summaries, and distribution reports generate from live records.
Prefer email? Email an expert about FundX CRM.
Core features
- Investor onboarding with document collection and verification status
- Investment plan and allocation records per investor
- Investor account records with full transaction histories
- Distribution and payout workflow management
- Investor statements and performance reporting
- Role-based access for operations, finance, and relationship teams
- Audit trails across investor actions and record changes
- Notification workflows for pending investor actions
Two ways to deploy FundX
Standalone software
License FundX CRM on its own — we scope, deploy, and support it around your existing operation.
BridgingFX turnkey
Bundle it into a complete launch package with platforms, liquidity, payments, and support.
Common questions.
Pricing is quoted per deployment based on the modules you need, team size, and whether you take it standalone or as part of a BridgingFX turnkey package. Request a demo and we'll scope it in writing — no hidden tiers.
Related products
See FundX on your data.
A scoped demo on your actual workflows — no obligation, no generic slide deck.