We have over 1000 users in 20 countries, with the Assets under Management (AuM) ranging from US$50 million to well over US$1 trillion. Our main metric for success is client happiness, read what our clients are saying.
A Chief Compliance Officer can rely on us to mitigate operational and regulatory risk and demonstrate to investors that controls are in place to support growth, whilst mitigating the potential for regulatory fines and reputational damage.
Take advantage of opportunities wherever they arise. Our services allow our clients to trade globally without the concern or constraints associated with unknown foreign regulation.
Using our cloud-based services removes the pain and expense associated with maintaining internal regulatory systems and expertise.
Canada’s largest privately-owned Asset Manager, established in 1982, uses FundApps’ Shareholding Disclosure service.
Now in their third year of being a FundApps client, they use both our Shareholding Disclosure and Position Limits Services.
A FundApps client since 2015, they were established 30 years ago and are the biggest single-occupation pension fund in Canada.
"We are aware that shareholding disclosure is getting more complex as a regulatory requirement, and we wanted to invest in a service driven by expert compliance knowledge. 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.”
"FundApps has allowed our organization 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. Along with the friendly and knowledgeable staff, I can troubleshoot any issues and count on the staff for guidance. Using FundApps as our primary source of Shareholder Disclosure instills confidence that our organization will make timely disclosures and avoid late filings.”
"The FundApps Shareholding Disclosure service is a sophisticated platform, easy-to-use, partnered with industry-leading legal counsel. The team have a deep expertise and provide excellent customer service."
"When dealing with time-sensitive matters such as shareholding disclosure, it is important to get swift and robust responses when there are questions. The client services team at FundApps is very knowledgeable, efficient and diligent. 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!"
“The FundApps’ client services team are an ever helpful resource. The quality of support is fantastic and refreshingly reactive, having a one-to-one relationship with members of the team helps us get the most out of the Service. It has been a very good experience throughout.”
"FundApps was the first software vendor to license our Rulefinder Shareholding Disclosure content. We have enjoyed an excellent working relationship ever since.”
“FundApps is an integral component of our Compliance program and allowed us to file over 13,000 shareholder disclosures in the last year.”
“We were very impressed with how smooth the implementation process was with FundApps. Their compliance expertise and documentation made the process as seamless as we have had experienced with any service provider. Any issues were resolved quickly and the team were knowledgeable in how to deal with challenges that were unique to our setup.”