at Financial Technnology Year
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Fundrise Platform from Fundrise
Provides investment opportunities in real estate with low minimums, offers automated portfolio updates, and features an easy-to-use investor interface for performance tracking.
Product analysis by function
Alternative Investment Platforms for Wealth Management
Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
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Investment Access
(2 Yes /2 Known /10 Possible features)
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Asset Class Coverage The number of different alternative asset classes available through the platform. |
No information available | |
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Open Architecture Supports investments across multiple fund managers or products, not limited to proprietary offerings. |
No information available | |
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Primary & Secondary Market Access Allows access to both new fund offerings and secondary transactions for increased liquidity. |
No information available | |
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Minimum Investment Size Flexibility Supports investments with reduced minimums to improve accessibility. |
Fundrise is known for its low minimum investment amounts, enhancing accessibility. | |
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Co-Investment Opportunities Provides access to private deal co-investment alongside institutional investors. |
No information available | |
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Direct Investment Options Allows direct investments into assets (e.g., direct real estate or private company equity). |
No information available | |
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Subscription Window Notifications Automatically alerts users to open and closing dates for investment windows. |
No information available | |
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Deal Pipeline Visibility Provides a dashboard of upcoming and open alternative investment opportunities. |
No information available | |
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Geographic Diversity Offers alternative investment products across multiple global regions. |
Fundrise has both US and limited international real estate exposure, providing some geographic diversity. | |
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ESG/Impact Investment Options Includes alternative investments that are ESG integrated or impact focused. |
No information available |
Due Diligence and Research
(2 Yes /2 Known /10 Possible features)
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Research Reports Provides professional-grade research, ratings, and reports for each investment opportunity. |
No information available | |
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Manager Track Record Analytics Displays historical performance, risk, and operational history for each fund manager. |
No information available | |
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Fee Transparency Clearly details all associated fees, including carried interest, management fees, and other costs. |
Fundrise's website and disclosures provide a transparent fee structure. | |
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Third-Party Validation Incorporates third-party due diligence reports or external expert insights. |
No information available | |
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Onboarding Vetting Automation Automates KYC/AML, background checks, and compliance for new issuers and funds. |
Onboarding for investors is fully online and requires KYC/AML at registration. | |
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Historical Performance Data Range The number of years of historical performance data made available. |
No information available | |
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Scenario Analysis Tools Enables users to run stress tests and backward/forward-looking analytics. |
No information available | |
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Track Record Verification Confirms accuracy of fund manager claimed results against third-party sources. |
No information available | |
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Peer Comparison Tools Allows analysis across funds and asset managers for benchmarking. |
No information available | |
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Risk Assessment Scoring Provides risk scores or qualitative risk assessments for investments. |
No information available |
Transaction & Execution
(6 Yes /6 Known /10 Possible features)
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Digital Subscription Processes Supports paperless, end-to-end digital investor onboarding, document signing, and funding. |
All investor onboarding, funding, and document signing can be handled 100% digitally via the Fundrise website/app. | |
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Automated Capital Calls Notifies investors of capital calls and automates drawdowns/fund transfers. |
No information available | |
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Multi-currency Transaction Support Permits transactions in multiple currencies. |
No information available | |
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Automated Document Generation Generates all required legal, tax, and subscription documents automatically. |
Investor tax documents and statements are auto-generated and emailed or available in user dashboard. | |
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Execution Speed Measures the average speed to complete an investment transaction. |
No information available | |
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Real-Time Transaction Status Updates Provides dynamic status tracking on each transaction, from initiation to settlement. |
Fundrise tracks investment progress in real time, visible in the dashboard. | |
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E-signature Integration Facilitates secure digital signing of all agreements. |
All agreements are e-signed digitally during onboarding and investment. | |
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Redemption Processing Automation Streamlines withdrawals or redemptions from alternative investments. |
Fundrise allows redemptions and withdrawal processes to be initiated via platform UI (automated process). | |
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Tax Document Automation Generates and delivers Form K-1s and other tax documents automatically. |
Tax documents like 1099s are generated for users at year-end automatically. | |
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Custody Integration Direct API connections with prime brokers/custodians for easy funding and settlement. |
No information available |
Portfolio Management & Reporting
(5 Yes /5 Known /10 Possible features)
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Multi-Asset Performance Tracking Consolidates performance tracking across all alts, public, and private assets. |
Performance dashboards cover all Fundrise investments and cash positions; public markets are not included. | |
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Aggregated Investment Dashboards Provides dashboards summarizing performance, exposures, and other key metrics. |
Fundrise’s interface provides summary dashboards about exposures and performance. | |
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Custom Report Generation Allows custom or periodic performance and risk reporting. |
No information available | |
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Tax Reporting Capabilities Supports the generation of annual tax reports across jurisdictions. |
Tax summary reports are generated and available to users each tax year. | |
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Look-Through Reporting Enables transparency into underlying holdings of pooled investments. |
No information available | |
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Integrated IRR/XIRR Calculation Calculates time-weighted and money-weighted rates of return for each investment. |
The platform displays net returns, time-weighted rates, and related portfolio statistics. | |
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Customizable Reporting Frequency Lets users schedule report generation (monthly, quarterly, annual, etc.). |
No information available | |
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Multi-Portfolio Aggregation Consolidates investments held across multiple portfolios or accounts. |
No information available | |
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Data Export Capabilities Exports reports and data to excel, PDF, or other systems. |
Downloadable reports to PDF or CSV are supported from user dashboard. | |
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Historical Data Retention Period The length of time historical data is stored and available for users. |
No information available |
Risk Management & Monitoring
(1 Yes /1 Known /10 Possible features)
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Real-time Risk Alerts Automated alerts for key risk events, performance drops, or exposure breaches. |
No information available | |
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Exposure Analysis Tools Measures sector, geography, and factor exposures for portfolio risk management. |
No information available | |
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Risk Attribution Analysis Attributes risk at the asset, fund, or portfolio level. |
No information available | |
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Stress Testing/Scenario Analysis Models hypothetical market scenarios and their impact on portfolio value. |
No information available | |
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Liquidity Monitoring Measures current and forecasted liquidity status of all holdings. |
No information available | |
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Redemption Notice Alerts Alerts advisors/investors about redemption windows, lock-up periods, and notice periods. |
Fundrise notifies users about fund redemption/withdrawal windows and any lockups via email and dashboard. | |
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Concentration Limit Monitoring Tracks exposures to single entities, managers, or asset classes. |
No information available | |
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Custom Risk Rules Engine Allows custom rule creation for automated portfolio risk controls. |
No information available | |
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VaR and Downside Risk Metrics Calculates Value at Risk (VaR) and other downside risk metrics. |
No information available | |
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Periodic Risk Assessment Intervals How frequently risk assessments can be scheduled. |
No information available |
Client Experience
(4 Yes /4 Known /10 Possible features)
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Branded White-label Interface Offers customizable branding for advisory firms or private banks. |
No information available | |
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Mobile Application Availability Provides a native mobile app for client access. |
Fundrise offers a dedicated mobile app for iOS and Android. | |
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Client Portal Customization Allows clients and advisors to customize dashboards and displays. |
No information available | |
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Onboarding Support Services Provides dedicated onboarding specialists and support. |
Customer support and onboarding guidance is available, as per Fundrise’s help center and onboarding emails. | |
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In-app Messaging and Communications Enables direct and secure communication between clients and advisors. |
No information available | |
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Notifications and Alerts Automatic push/email alerts for investment events or updates. |
Platform provides email, app, and dashboard notifications for key events. | |
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Educational Content Library Access to videos, articles, and FAQs explaining alternative investments. |
Fundrise provides an educational content center with articles, guides, and FAQs. | |
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Multi-Lingual Support Offers interface and support in multiple languages. |
No information available | |
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Digital Wealth Planning Tools Includes calculators and simulations to guide investment decisions. |
No information available | |
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Self-Directed & Advised Workflows Supports both self-serve and advisor-guided investment processes. |
No information available |
Advisor Tools
(0 Yes /0 Known /10 Possible features)
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Client Profiling & Suitability Analysis Automates checks for client suitability and allocation limits. |
No information available | |
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Batch Processing & Group Orders Enables bulk investment processing for multiple clients at once. |
No information available | |
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CRM Integration Directly integrates with advisor CRM systems for holistic client view. |
No information available | |
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Advisor Performance Dashboards Monitors advisor-driven outcomes and compares to benchmarks. |
No information available | |
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Proposal Generation Tools Generates compliant investment proposals for clients. |
No information available | |
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Regulatory Compliance Workflows Incorporates compliance checks and approvals for all trades. |
No information available | |
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Cross-platform Task Management Provides tools for tracking next steps, follow-ups, and to-dos. |
No information available | |
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Note-taking and Collaboration Allows advisors to make notes and collaborate internally. |
No information available | |
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Client Document Vault Secure area for storing and sharing client-specific documents. |
No information available | |
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Analytics on Client Holdings Advisor-facing analytics on risk, return, and diversification of their client pools. |
No information available |
Integration & Connectivity
(3 Yes /3 Known /10 Possible features)
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API Access Supports secure, documented APIs for integration with other systems. |
No information available | |
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Custodian/Broker Integration Can connect to external custodians, banks, and brokerage platforms. |
No information available | |
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Portfolio Accounting Software Integration Exports or syncs portfolio data with accounting systems. |
No information available | |
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Single Sign-On (SSO) Supports secure authentication across multiple enterprise applications. |
Fundrise supports SSO/secure login for investor access per their support documentation. | |
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Data Import/Export Tools Allows batch upload/download of positions, transactions, and reference data. |
Users can download account data, transactions, and statements in CSV or PDF. | |
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Real-Time Data Feeds Receives or distributes real-time price and NAV updates. |
Fundrise dashboard updates portfolio/account status in real time. | |
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Integration with Market Data Vendors Supports Bloomberg, Refinitiv, PitchBook, or similar feeds. |
No information available | |
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Webhook/Event Notification Support Can trigger external actions based on events in the platform. |
No information available | |
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Open Data Exchange Standards Compliance with open standards (e.g., FIX, OFX) for data interoperability. |
No information available | |
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Scale of Supported Integrations The number of external systems/platforms that can be integrated. |
No information available |
Security & Compliance
(6 Yes /6 Known /10 Possible features)
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Data Encryption (at rest & in transit) End-to-end encryption for all platform and client data. |
All data is encrypted at rest and in transit on Fundrise per their privacy policy. | |
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Multi-factor Authentication (MFA) Requires two or more authentication methods for access. |
Fundrise utilizes 2FA/MFA for user logins, as stated in their support articles. | |
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Regulatory Compliance Support Includes tools for MiFID II, FATCA, CRS, SEC, GDPR, and other regulatory requirements. |
Fundrise highlights compliance with SEC and other financial regulations. | |
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Audit Logs Produces immutable records of all user and system actions. |
The platform logs all account actions and retains them for compliance. | |
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User Role & Permission Controls Granular access and permission configurations for different user types. |
User roles are defined (e.g., investor, admin) with specific permissions in the platform. | |
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Data Residency Options Supports data hosting in regulated jurisdictions as required. |
No information available | |
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Incident Response & Monitoring Continuous cybersecurity threat monitoring and incident protocols. |
Security monitoring is active 24/7, with incident response procedures detailed in Fundrise policy. | |
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Regular Vulnerability Assessments Conducts periodic penetration tests and security scans. |
No information available | |
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Privacy by Design Frameworks Applies privacy as a core design principle throughout the product. |
No information available | |
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Electronic Records Retention Period The guaranteed period that client records are stored and accessible. |
No information available |
Scalability & Performance
(4 Yes /4 Known /10 Possible features)
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Concurrent User Support The number of users the platform can support simultaneously without performance impact. |
No information available | |
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Transaction Throughput The number of transactions that can be processed per second. |
No information available | |
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Uptime SLA Guaranteed minimum percentage of uptime. |
No information available | |
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Cloud-based Deployment Supports deployment in public or private cloud environments. |
Fundrise is a web/cloud-based platform; no software install required. | |
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Horizontal Scalability Ability to scale resources dynamically for load increases. |
Platform can handle increased load from influxes of investor activity as apparent during market surges. | |
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Latency to User Actions Average response time for standard user actions. |
No information available | |
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Disaster Recovery RTO Recovery Time Objective after outages or disasters. |
No information available | |
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Geographically Distributed Infrastructure Ensures service continuity and redundancy across locations. |
Fundrise is hosted on major cloud providers with redundancy covering multiple datacenters. | |
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Load Testing & Monitoring Regular performance testing and real-time monitoring. |
No information available | |
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Automated Scaling Policies Uses rules to automatically adjust resources based on demand. |
Autoscaling is supported via their cloud infrastructure. |
Service & Support
(6 Yes /6 Known /10 Possible features)
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Dedicated Account Manager Assigned resource for high-net-worth client responsiveness. |
No information available | |
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24x7 Technical Support Offers round-the-clock support for issues and questions. |
No information available | |
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SLA-Backed Response Times Commits to specific response and resolution windows. |
No information available | |
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Multi-channel Support Availability Offers support via phone, chat, email, and in-platform tickets. |
Support available via chat, email, and a help center, per the Fundrise website. | |
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Onboarding & Training Programs Guided setup, training, and onboarding for new users. |
Onboarding and video training resources are provided to new users online. | |
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Regular Platform Updates Delivers ongoing features, bug fixes, and performance enhancements. |
Fundrise regularly posts about product enhancements and new features. | |
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User Feedback Channels Collects and acts on user suggestions and complaints. |
Fundrise collects user feedback via platform surveys and responds to common requests in their update logs. | |
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Proactive Issue Notification Notifies users and admins about outages or service degradations. |
Platform notifies users proactively of outages and key issues via dashboard and email. | |
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Comprehensive Knowledge Base Detailed online documentation for self-help. |
Extensive documentation and FAQs are available online for investor self-help. | |
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Integration/Custom Development Services Offers custom integration or build support for client-specific needs. |
No information available |
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