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FundX CRM

Manage investor onboarding, plans, records, transactions and distributions in one structured and auditable system.

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Financial professional reviewing payment and transaction data

FundX CRM gives an investment business a clear way to run investor operations, with onboarding, records, allocations and distributions that can all be traced.

Your team works from investor profiles with full transaction histories, and produces reports your accountants can use.

Ideal for

  • Investment firms onboarding investors into plans or portfolios.
  • Asset managers needing clean records and histories.
  • Businesses running distributions or profit sharing.
  • Teams tired of building investor reports by hand.

How it works

  1. Registration. Investors join through your branded flow and their profile and documents arrive in FundX.
  2. Configuration. Plans, allocation rules and approval chains follow your model.
  3. Integrations. Payment providers and reporting tools connect to your stack.
  4. Daily use. Teams manage investments, transactions and distributions from investor profiles.
  5. Reporting. Statements, allocation summaries and distribution reports come from live records.
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Core features

  • Onboarding with documents and verification
  • Investment plans and allocations per investor
  • Account records and transaction histories
  • Distribution and payout workflows
  • Statements and performance reports
  • Roles for operations, finance and relationship teams
  • Audit trails on actions and edits
  • Notifications for pending actions

Two ways to deploy FundX

Standalone software

Take FundX CRM by itself and we scope, deploy and support it around your current operation.

BridgexFX turnkey

Include it in a full launch package alongside platforms, liquidity, payments and support.

Request a demoExplore turnkey options
FundX CRM FAQ

Common questions.

Pricing is set per deployment. It depends on the modules you choose, your team size and whether you take it alone or inside a BridgexFX turnkey package. Ask for a demo and we'll put a scoped quote in writing.

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Next step

See FundX on your data.

A demo built around your own workflows. No obligation and no generic slides.

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