fund\objects AI + Portals + Analytics for Funds

Web Portal Framework

Secure, customizable investor + operations portals built on proven ASP.NET Core patterns: dashboards, documents, entitlements, audit trails, and reporting — delivered as a foundation your team can own and extend.

Discuss your portal → See examples

What this framework includes

A productized baseline: secure access + clean data model + UI patterns

Investor portal UX

Statements, letters, reports, factsheets, and curated dashboards — with an investor-friendly navigation model.

  • Documents + announcements with controlled distribution
  • Portfolio snapshots (performance, exposures, attribution)
  • Optional “narrative layer” for monthly commentary

Operations console

Internal views for ops/compliance to manage uploads, approvals, access, and workflows.

  • Approval queues for reports and investor communications
  • Distribution logs + export history
  • Role-based tools for ops and admins

Entitlements & audit trails

Security-first patterns: granular access control and traceability for every important action.

  • RBAC + investor group entitlements
  • Immutable activity history (who/what/when)
  • Audit-ready exports and admin actions logging

Core modules

Ship a real portal quickly, then expand safely

Dashboards executives actually use

Performance, exposures, risk, and operational KPIs — unified into a clear, readable portal that people return to.

Typical widgets: performance by strategy · exposure by asset class · drawdown · concentration · top contributors/detractors

Document room + permissioning

Controlled sharing for statements, letters, factsheets, notices — with investor-level entitlements and clean UX.

Features: versioning · upload approvals · expirations · distribution lists · watermarking (optional)

Reporting workflows

Move reporting from “emails and spreadsheets” into a repeatable process with approvals, history, and templates.

Examples: monthly report pack · investor letter workflow · ad-hoc data room requests

Secure access patterns

Login, session handling, password policy, and least-privilege defaults — ready for your security posture.

Common options: SSO (SAML/OIDC) · MFA · IP allowlists · device/session controls

API-first integration

A clean API layer so you can connect your existing OMS/EMS, internal services, and data vendors.

Approach: stable DTOs · background jobs · caching · observability hooks

Operational visibility

Logs, metrics, and audit views that make operations predictable — not guesswork.

Includes: activity timeline · export events · admin changes · distribution events

How it’s delivered

Proof-of-Value first — then production hardening

1) Choose the first workflow

We pick the first “must-win” outcome: investor reporting, document room, dashboards, or an ops console.

2) Build a production-grade slice

Auth + data model + UI + audit logging + one integration — so it’s real, not a demo.

3) Expand modules safely

Add dashboards, reports, and automation without accumulating tech debt or inconsistent UX.

Want a portal you can ship quickly — and your team can own long-term?
Tell us the first workflow you want live. We’ll propose the shortest path to production with clear scope and handover.
Discuss your portal →