Funds (FCPR) creation
A full guided wizard to enter Funds with full lifecycle management from the creation, document management, internal workshops and PVs till the final approval.
Projects Management
Projects module covers the per-FCPR portfolio. The user is guided during all the project management process from the first meeting with the investor to the final approval and budget release.
FMS manages the afterwords follow up process.
Reporting
FMS manages all kind of useful reports related to the financial and asset management business activity.
The user can export the report to the PDF format to exploit it offline.