Formulary

Formulary is a fund administrators product from Formulary Financial. Fund administration for private fund managers, covering fund accounting, investor services, regulatory and compliance work and outsourced CFO support on its own platform. It is also listed under fund accounting and nav and investor portals and crm. Buyside Fintech verified that Formulary Financial lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Formulary Financial does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about Formulary appear below, and anyone at a firm that uses it can add one.