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
![[object Object]](/widget-icons/dropdown.svg){kind=icon}
![[object Object]](/widget-icons/notes.svg){kind=icon}
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
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.