Streamlines the calculation and reporting of carried interests, management fees, and other compensation structures, providing transparency and compliance.
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
Product notes explicitly mention the calculation and reporting of carried interests including different structures, indicating configuration flexibility. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
Fundwave documentation and marketing reference support for co-investment compensation structures. | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
Performance-based bonus modeling is supported per Fundwave's feature list for incentive-based structures. | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
Calculation of management fees is a core function, as highlighted in both marketing and product docs. | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
Product supports customizable templates for compensation plans per website and customer documentation. | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
Product describes pro rata allocation of profits among participants as a core distribution method. | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
Waterfall distribution modeling and simulations advertised as a principal feature. | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Product supports user-role/position-based vesting schedules per user admin module. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
Fundwave enables adjustments to historical compensation, allowing retroactive recalculation. | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Granular stakeholder definition (individual, team, entity) is present in the permission and plan setup guides. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
No information available | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
Multi-fund and SPV tracking is highlighted on the website and docs. | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
Deferred compensation and automated payment scheduling are featured. |
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
Open API integration with ERP/accounting/HR solutions mentioned in integrations page. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
Not as far as we are aware.* No mention of real-time data sync; data appears to be batch-processed. | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Import/export for bulk compensation data supported. | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
Notification and alerting functionality for key events is referenced in product materials. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Product describes configurable workflow automations for approval and review. | |
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Document Management Integration Links compensation records with legal/HR documents. |
Integration with document management for linking compensation and legal records is stated on the website. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
Third-party data feeds (e.g., market data) referenced in integrations documentation. | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
No information available | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
Explicitly posted as supporting batch compensation processing. | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
No information available |
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
Dashboards configurable by users; described on website under analytics. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
Real-time analytics on carried interest and other compensation elements promoted under reporting suite. | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
Compliance (regulatory/internal) reporting included, confirmed in product sheets. | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Users can drill down from summarized to granular individual data. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Product supports exports to Excel, CSV, and PDF. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
Reports can be scheduled and delivered automatically. | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
Custom calculated fields and reporting metrics supported per advanced reporting documentation. | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
Historical data retention and analysis available in the reporting/analytics features. | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Access can be role-limited for reporting as per RBAC (role-based access control). | |
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Visualization Tools Built-in charting and graphing capabilities. |
Visualization tools—charts, graphs, etc.—are part of reporting UI. | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
Waterfall modeling and detailed scenario analysis supported. |
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Supports granular user and account-based access with permissioning. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Manages multi-stakeholder relationships (advisors, employees, partners, etc.). | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Stakeholders can log in to personalized portals for statements and reports. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Audit trail/logs included in compliance and reporting features. | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
No information available | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
User management for bulk onboarding/offboarding referenced in support and admin docs. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
SSO (SAML/Okta/other) integration appears in technical documentation. | |
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Group Permissions Permissions and configurations can be set by user groups. |
User groups and configurable access permissions mentioned. | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
No information available |
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Data Encryption Encrypts all compensation data at rest and in transit. |
Platform encrypts data at rest and in transit per security whitepaper. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
Fundwave claims SOC2 compliance and ISO 27001 adherence on their compliance page. | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
No information available | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
Product offers user activity monitoring and audit logs. | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
No information available | |
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Security Incident Alerts Immediate notification of potential security incidents. |
Security incident alerting included as part of fund administrator platform alerts. | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
No information available | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Full audit logging of system actions for compliance and review. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
Custom user roles and privileges can be defined via admin console. |
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
Positioned for large-scale, multi-fund usage based on client base and product architecture. | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Auditable calculation log trail included per compliance and product documentation. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Fundwave supports multi-currency compensation and real-time FX rates in compensation calculation per feature specs. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
No information available | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
Exception handling for calculation errors is described in workflow documentation. |
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Product retains a historical audit trail for all relevant data for regulatory compliance. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Detailed change logs and audit trails built into the platform. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
No information available | |
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Access Reports Lists users who have accessed/key compensation records. |
No information available | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
No information available | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
Workflow tracking with timestamps per decision step available in logs. |
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Custom Field Support Admins and users can define custom attributes for compensation records. |
Custom fields can be added to compensation records per admin interface. | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
Configurable approval workflows are supported, allowing multi-step approvals. | |
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White-labeling Custom branding and client-facing experience. |
White-label options described for portals/reports for fund managers. | |
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Localization Support Supports multiple languages and regional data formats. |
Localization (languages, currency, number/date formats) mentioned as supporting global funds. | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
Dashboards/widgets are personalized by user/role per UI documentation. | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
Formula builder and custom logic tools are included. | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
Custom notifications and alert triggers are configurable by users/admins. |
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Cloud Deployment Product is available as a SaaS/cloud service. |
Cloud/SaaS deployment is the primary product model. | |
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On-premises Deployment Supports on-premises installation if preferred. |
Not as far as we are aware.* On-premise is not cited as supported on the vendor's platform or website. | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
Multi-tenant architecture and support for admin across multiple firms/entities are highlighted. | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
Elastic resource scaling for SaaS/cloud operations is supported. | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
No information available | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Disaster recovery and automated backups referenced in IT/ops documentation. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
Geo-redundant hosting mentioned in Fundwave’s SaaS reliability statement. |
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24/7 Support Availability Round-the-clock customer support service. |
No information available | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
Dedicated account/customer success managers referenced in support information. | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
Service level agreements (SLAs) are available to clients per terms of service. | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Onboarding and training (workshops, documentation) provided to new clients. | |
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User Community and Forums Online resources for peer learning and support. |
User community/forums are available for peer support per website. | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
Fundwave publishes roadmap updates annually. | |
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Professional Services Team Vendor offers implementation and customization services. |
Professional services for implementation/customization are offered. | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
No information available | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
In-app user guides and help are referenced as part of onboarding. |
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Supports multi-currency transactions/calculations as per feature list. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
Tax compliance support for US, EU, Singapore, etc as per documentation. | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
No information available | |
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Local Language Reporting Built-in support for report generation in local languages. |
Reports can be generated in multiple languages. | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
Cross-border compliant payments are mentioned as a feature. | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
Local/international number and date formatting supported. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
No information available |
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