Family offices

Deep investment insights for Family Offices

Leverage digital tools to enhance your family office’s operational efficiency, save time and reduce errors.

Visual of FundFrame Monitoring UI
Streamline, Simplify, Succeed

Avoid manual errors

Achieve seamless investment management by adopting technology that automates routine tasks and empowers your team and decision makers with actionable insights that are always up to date.

Monitoring of FundFrame Pipeline UI
minimal maintenance

Communicate with ease

Family office teams are often relatively small. FundFrame features an intuitive and modern interface that requires minimal internal resources.

Support

Frequently asked questions

Who is FundFrame for?
FundFrame is a SaaS platform designed to streamline data management and analysis for private capital investors.

Our core focus is on family offices, fund-of-funds, and pension funds
How does FundFrame integrate with existing systems?
FundFrame supports APIs and data connectors that facilitate seamless integration with various existing systems. Our technical team can assist with setup.
Can I customize FundFrame to suit my needs?
FundFrame offers customizable dashboards and reports, allowing users to tailor the platform to their specific requirements. Additionally, the system's flexibility enables tailored solutions for each investor's unique needs
Can I export my data from FundFrame?
Yes, users can easily export data in CSV, PDF, and Excel formats for sharing and analysis.
How does FundFrame ensure data security?
FundFrame is built on AWS, which supports 143 security standards and compliance certifications. In addition, we use state-of-the-art encryption so your data is safeguarded in transit with TLS and at rest through RDS AES-256. At FundFrame, we are consistently improving our security program to stay ahead of the curve.
What kind of support does FundFrame offer?
FundFrame offers support through multiple channels including phone, mail and video. In addition, onboarding assistance and personalized training sessions help new users get started quickly and effectively.
What makes FundFrame different from other platforms?
FundFrame was founded on the principle that software should assist rather than burden users. We offer flexible contracts without multi-year lock-ins with a modern interface suited for 2025 - not 2010.
How does FundFrame handle user access and permissions?
Users can be given varying levels of access based on their roles, ensuring data security and proper workflow management.

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