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).

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Industry

Financial Services

End users

OperationsMarketing and SalesCustomer Support

Components

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.