Artboard 1 copy 4 (3)

Aggregation: The Forgotten Pillar

Who we are | Who we are |

We’re compliance monitoring and reporting specialists

We enable compliance teams to respond more efficiently to regulatory change, increase certainty and reduce complexity associated with compliance processes. 

LEADR: The 5 pillars of shareholding disclosure

Curious about LEADR? It's more than just a beneficial ownership framework - it's a game-changer. Think of these pillars as your compliance team's GPS, navigating them through the ever-changing compliance landscape and highlighting areas where improvements are needed.

SEC changes: all you need to know

2024 is a big year for SEC changes. From Beneficial Ownership Reporting to Short Sale Disclosure Reforms, we're the go-to for all things disclosure. Our solutions, experts, and community are here to make navigating SEC changes a breeze.

Screenshot 2024-02-28 at 10.12.17
An image of hands in the air during concert with red stage lighting and 'community' written on the stage. Rave about the power of FundApps community.

Power of community

In 2024, the answer is a thriving and diverse community. FundApps has a global community for Shareholding Disclosure, consisting of 127 clients across 18 countries and over 100 jurisdictions. 

FundApps have a CPD certification and offer many courses in regulatory compliance for all finance professionals. Hands on a silver laptop, mid-typing.

Get certified

Become certified with our selection of online courses focused on regulatory compliance. Whether you're a novice eager to begin or an avid learner seeking advanced knowledge, we've got you covered.

All hands in. The FundApps team works together to help solve issues in your compliance process. Hands stacked upon one another, showing teamwork.

Your challenges, solved

Take a dedicated team of regulatory experts in-house focused on compliance monitoring and reporting regulations. Add in a suite of smart software and a vibrant community, and consider it done. 

What we stand for | What we stand for |

People, planet and positive change 

We’ve been a certified B Corp since 2018, validating our commitment to high standards of social and environmental performance, transparency, and accountability. We don’t just say, we do. And the proof is in the B Corp pudding!  

 

Whether you're curious about our past or eager to discover who we lend a helping hand to, our new site offers something for everyone.

who we are | who we are |

Our team is what makes us who we are

The incredible dedication and unwavering commitment of our team have been the driving force behind FundApps' proud position today. 

Let's Talk podcast | Let's Talk podcast |

Let's Talk: podcast sponsored by FundApps

Ever wondered how banking can embrace the triple bottom line of people, profit and planet? Can technology really help with complex regulations? What does the industry keep forgetting to do? 

In Season 2, a hand-picked selection of industry big-hitters will delve into the world of Ethics within Financial Services.

Case studies | Case studies |

Check out our case studies

Swiss Asset Manager

Swiss Asset Manager

A Swiss asset manager with $132 billion AuM achieved efficiency and accuracy using FundApps' comprehensive rules package and central dashboard.

Chicago-Based Asset Manager

Chicago-Based Asset Manager

Chicago-based asset manager with $123 billion in assets under management saved time and money by switching to FundApps' cloud-based compliance service

Nordic Asset Manager

Nordic Asset Manager

Discover how a leading financial institution overcame the challenges of manual shareholding disclosure processes with the help of FundApps.

Chairs facing a lake and trees. FundApps help some of the largest pension fund companies to keep on top of sensitive disclosure requirements

FundApps has allowed our organisation to stay on top of time sensitive disclosure requirements, alert us to approaching threshold breaches, accommodate rule changes in jurisdictions across the globe and provide audit trails on historical disclosures...

Kai Chu, Senior Compliance Analyst

Ontario Teachers’ Pension Plan, Canada

Logo of Quilter in front of a green backdrop. FundApps works treemendously with Wealth Management Companies. Green energy all the way!

FundApps has simplified the complexities of shareholding disclosure regulations into one intuitive, easy to use platform and provides continued support from both their customer success team and content team when required.

Charlotte Sneddon, Risk Information & Reporting Manager

Quilter, United Kingdom

Deka logo in front of a red background. FundApps are red-iculously good at helping capital market companies deliver high quality investment outcomes.

...With the help of FundApps, we can commit to delivering high-quality investment outcomes to our clients. We're excited about joining FundApps’ compliance community and we look forward to working together. 

Dirk Kaltschnee, Compliance Officer

Deka, Germany

Vontobel logo in front of a black background with white wavelengths. FundApps Shareholding Disclosure service helps global investment firms globally.

FundApps’ Shareholding Disclosure service provides an intuitive and transparent solution to the ever-changing regulatory requirements we face. It will enhance our confidence in the filings we make, the integrity of the data used and the auditability of our shareholding disclosure reporting.

Manoj Chopra, Head of Risk Services

Vontobel, Switzerland

Bennbridge logo on red background with dots. FundApps are red-y to provide multi-boutique investment firms with solutions to grow businesses.

The combination of the Rule Commentary functionality, the explanation from FundApps and the detail provided about the rules from aosphere provides our business with a reliable solution that we can continue to use as our business grows.

Ben Battye, Chief Operations Officer

BennBridge, United Kingdom

Blue waves on a sandy beach. Relax with FundApps, as we help investment management firms to find solutions to make disclosure processes seamless.

...Using FundApps Filing Manager, my disclosures are ready to be submitted directly to the regulator at the simple click of a button. Once completed, I can view the filing status in one place with an entire audit trail, eliminating the need to cross-check various sources and validate the information submitted, making the entire disclosure process seamless.

Lynne Marchetti, Compliance Specialist

WCM Investment Management, United States

At FundApps we ride the extra mile, helping financial service companies with our automated solutions. Man biking under pink blossom trees.

…I can highly recommend their people and solution to any firm, large or small, which deals with shareholding disclosures. At FundApps the team is always ready to go the extra mile to fit your need. More importantly, they will think with you. My experience with them has been nothing but EXCELLENT!

Vik D, Group Compliance Officer

Dutch Insurance Group

Testimonials | Testimonials |

Join our community 

Come join our lively community and enjoy a wide range of free services that are boosted by a global network of esteemed financial institutions. 

Awards and accreditations 

How we make our clients happy 

Swiss Asset Manager

Swiss Asset Manager

A Swiss asset manager with $132 billion AuM achieved efficiency and accuracy using FundApps' comprehensive rules package and central dashboard.

Canada’s biggest single-occupation pension fund

Canada’s biggest single-occupation pension fund

Learn how Canada's largest single-occupation pension fund improved their shareholding disclosure processes with the help of FundApps' automated service.

BennBridge

BennBridge

BennBridge, a multi-boutique investment manager, found a seamless and reliable solution to manage global rule coverage and ensure compliance.

Looking for a conversation?

Reach out to us and simplify your compliance process. We'll equip your compliance teams to efficiently adapt to regulatory changes, enhance certainty, and streamline the compliance process.

Our partners