Fund management tool

Asset management firms that specialize in hedge investing, private equity, and venture capital funds have to keep meticulous track of portfolios. With Retool, specialized financial institutions can build a centralized app to access relevant reports (balance sheet, income statement, open positions, realized gains/losses).

Industry

Financial Services

End users

Operations•Marketing and Sales•Customer Support

Components

Filepicker

Tabbed Container

Button

Text

Components

Build from a handful of drag-and-drop components

Dropdown select documents to view using dropdown menus.

Text use text components to label search inputs and dropdown menus.

Tabbed Container use tabbed containers to build an all-in-one app that is easy to navigate and provides a clear user experience.

Button add notes to reports, generate documents, and upload resources using buttons.

Note add notes about an action taken or context to a selected document or customer file.

Filepicker add files to a customer or fund record.

Data source

Connect Retool to a data source where your customer and fund data is stored. Retool works out of the box with popular databases like PostgreSQL, MySQL, MongoDB and can be deployed on-prem for full control over security.

1. Create resource

2. Read data

3. Connect data with UI

Related use cases

What you can build with Retool

Know Your Customer (KYC) user explorer

Build a KYC user explorer and move new customers through the KYC compliance process faster than ever.

Customer onboarding dashboard

A dashboard to help you vet partners and customers before you start doing business with them.

Customer notification system

Send helpful notifications to customers at just the right moments.

From startups to Fortune 500s, the world's most effective teams use Retool to build custom business software. Our customers

Dean McRobie

CTO at CommonBond

I tell every technology leader I talk to that they should look at Retool as a way to reduce the burden of building admin UIs and democratize that kind of stuff across their company.

Try Retool today

Start building an internal tool or customer portal in under 10 minutes

Schedule a demo