Investran

Automated Private Equity Software.

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Overview

FIS Investran is an enterprise-grade software solution for the alternative investment industry. It provides a comprehensive suite of tools for fund accounting, portfolio management, and investor reporting. It is widely used by large institutional managers, including those in real estate, to handle complex fund structures and accounting requirements.

✨ Key Features

  • Partnership Accounting
  • Fund Management
  • Portfolio Management
  • Investor Reporting Portal
  • Waterfall Engine
  • CRM

🎯 Key Differentiators

  • Industry-leading partnership accounting and waterfall engine.
  • Highly scalable to support the largest and most complex funds.
  • Backed by FIS, a global leader in financial technology.

Unique Value: Provides an automated, integrated, and auditable system of record for managing the entire alternative investment lifecycle, from front to back office.

🎯 Use Cases (4)

Private Equity Fund Management Real Estate Fund Accounting Venture Capital Operations Institutional Asset Management

✅ Best For

  • Managing complex, multi-billion dollar private equity funds.
  • Automating intricate waterfall calculations and fee structures.
  • Providing detailed, institutional-quality reporting to LPs.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small real estate syndicators with simple needs.

🏆 Alternatives

eFront Yardi Investment Manager Juniper Square

Offers unparalleled depth in accounting and fund administration capabilities, making it the choice for firms where financial complexity and accuracy are paramount.

💻 Platforms

Desktop Web

🔌 Integrations

Microsoft Dynamics Salesforce Various GL systems

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All plans tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 ✓ ISO 27001

💰 Pricing

Contact for pricing

Free tier: N/A

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