FIS Investran
Automated solutions for alternative investments and private equity.
Overview
FIS Investran is a comprehensive, integrated software solution designed for the alternative investment industry. It provides a full suite of tools to automate front, middle, and back-office processes for private equity firms, fund administrators, and other alternative asset managers. The platform is known for its robust partnership accounting and reporting capabilities, helping firms manage complex fund structures, waterfall calculations, and investor communications.
✨ Key Features
- Partnership & Fund Accounting
- Investor Relationship Management (CRM)
- Portfolio Management
- Reporting & Analytics (Data Exchange)
- Deal Management
- Regulatory Compliance Reporting
🎯 Key Differentiators
- Long-standing, proven solution for back-office accounting
- Deep functionality for complex partnership accounting and waterfalls
- Part of the large and stable FIS financial technology ecosystem
Unique Value: FIS Investran provides a single, auditable source of the truth for all accounting and investor data, enabling private equity firms to manage complexity, mitigate risk, and scale their operations.
🎯 Use Cases (5)
✅ Best For
- Managing the entire back office for a large private equity firm, from accounting to investor reporting.
- Automating complex waterfall and carried interest calculations.
- Providing a centralized system for fund administrators to manage multiple clients and fund structures.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small, emerging managers needing a lightweight, low-cost solution
- Firms focused primarily on deal sourcing and needing a modern, cloud-native CRM
🏆 Alternatives
Compared to newer platforms, Investran has a longer track record and deeper, more battle-tested accounting functionality. While its interface may be less modern than some competitors, its power and reliability for core back-office tasks are why it remains a market leader.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
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