Running Fundpilot as a service, Client Portal

Fundpilot Agency Implementation, White-Label Portfolio Reporting

Learn how to deploy Fundpilot as a white-label client portal for investment firms, automate multi-currency portfolio updates from a single fund-level entry, and build recurring revenue through branded reporting dashboards. This course covers admin workspace setup, client onboarding workflows, and strategies for positioning Fundpilot as your own reporting solution.

Open the decision record for Fundpilot

What does running Fundpilot for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor cost basis: Professional at €129/month (founding offer for the first 10 firms, locked for as long as you stay, plus free migration of your Excel data). Client-facing pricing must be supplied by the agency; not modeled here.
Time to first value
days
Payback
Not modeled
Guided implementation
8 hours

Is Fundpilot worth running as a client service?

Fundpilot's evidence supports replacing spreadsheet reporting with cascading fund-level updates and a branded self-service portal for multi-currency investment clients. What remains unknown is the agency's client price, labor cost, overhead, and expected volume, so ROI cannot be modeled from the supplied data.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Fundpilot admin workspace (client management: all investors in one place)
  • CSV files of historical client data for import
  • Fund-level monthly performance data source
  • Brand assets: logo, colors, and custom domain for white-label portal

People and inputs

  • Staff time to enter fund performance and investor cash movements
  • A review step for generated quarterly/yearly reports before release
  • Process for publishing announcements alongside portfolio numbers
  • Multi-currency setup for CZK, EUR, or USD per client

Included with the course

7 working documents for delivering this service.

  • Fundpilot Client Onboarding Checklistchecklist
  • Multi-Currency Portfolio Setup Worksheetworksheet
  • White-Label Domain Configuration SOPsop
  • Monthly Fund Performance Update Templatetemplate
  • Investor Account Migration Guide (CSV Import)guide
  • Quarterly Report Generation Workflowsop
  • Client Portal Access & Permissions Matrixtemplate

Listed by name. These documents are not yet published as individual downloads.