Monitor It. Report It.
LATEST: FundApps partners with BlackRock’s Aladdin® platform
We’ve partnered with Aladdin to take shareholding disclosure out of spreadsheets and straight into the platform. No more fragmented workflows or manual tracking — just seamless, scalable automation where investment teams need it.
Upcoming webinar: Mastering Form PF - Navigating The Reporting Reality
The SEC’s new Form PF rules bring real-time, event-driven reporting into focus and raise the pressure on investment managers. Join us to hear how firms are adapting, what’s changing, and what it means for global reporting. Thursday 13 June | 3PM BST / 10AM EDT
Your disclosure dilemmas need our #DashingDane
Do you ever find yourself with burning questions about compliance monitoring and reporting that seem too small to bother the big guns with? We get it - the smaller questions can easily get lost in the shuffle. But fear not, because our Dane is here to help.
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.
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.
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.
…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!
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...
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.
...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.
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.
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.
...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.
Middle Eastern SWF Transforms Shareholding Disclosure with FundApps & SimCorp
Middle Eastern sovereign wealth fund adopts FundApps and SimCorp for streamlined, automated compliance, easing regulatory burdens and enhancing efficiency.
Viridian Asset Management Scales with FundApps
Viridian Asset Management leverages FundApps’ Shareholding Disclosure solution to ensure compliance and support scaling across multiple APAC territories.
FundApps Develops Filing Manager with Client CCLFG
Connor, Clark & Lunn Financial Group finds success and efficiency through a product sponsorship with FundApps, creating a new service, Filing Manager.