Collaborate, control, close
Give your brokerage one connected platform to collaborate, manage deal flow and move transactions forward faster.
What brokerages get with FundsConnect
Full visibility across every deal, with structured workflows and clear next steps. Keep your pipeline moving and stay ahead of what needs attention.
Give your team one place to review, contribute and progress deals together, without duplication, missed updates or crossed wires.
Standardise how transactions are built, managed and progressed across your brokerage, reducing manual work and creating a more efficient workflow.
Brokerage FAQs
What is FundsConnect for brokerages?
FundsConnect gives brokerage firms a centralised platform to manage deal flow, broker activity and performance reporting across the entire organisation.
Can I onboard multiple brokers under one account?
Yes. Brokerages can onboard and manage multiple brokers under a single account, with role-based access controls to match your organisational structure.
Can management track broker and deal performance?
Yes. Full reporting across submissions, settlements and commissions gives you visibility at both the broker and portfolio level.
How does team collaboration work?
Multiple team members can review, contribute to and progress deals simultaneously within a shared workspace. Every authorised team member has real-time visibility across the pipeline, ensuring nothing falls through the cracks.
Can FundsConnect help standardise our submission process?
Yes. Structured applications and workflows replace spreadsheets, inboxes and disconnected systems with one consistent process for collecting information, preparing submissions and managing deals.
Is FundsConnect free for brokerages?
Yes. FundsConnect is free for brokerages, and brokers within your organisation use the platform free of charge. For brokerage-level onboarding and account setup, contact our team directly.
Is client data secure?
Yes. FundsConnect is built on secure infrastructure with strict access controls, ensuring client and deal data is protected at every stage.
Ready to build your next private credit deal?
