Read about their experience of our Shareholding Disclosure and Position Limit services.
Find out more about the Australian Securities and Investments Commission.
Access a suite of free services that are used by the world's top investment managers.
Check out our current opportunities and find your next role here.
Since 2010, we’ve been automating regulatory compliance monitoring and reporting for clients on both the buy and sell side. Our buy side clients are investment managers, pension funds and hedge funds, including 5 out of 10 of the world’s largest hedge funds and 3 out of 10 of North America’s largest pension funds. Our sell side clients include investment banks, including one of the largest banks in France and 3 out of the top 5 largest Canadian banks.
A multi-boutique investment manager headquartered in London, BennBridge planned ahead for their growth with our Shareholding Disclosure service.
Read more
Canada’s largest privately-owned Asset Manager, established in 1982, uses FundApps’ Shareholding Disclosure service.
Read more
Now in their third year of being a FundApps client, they use both our Shareholding Disclosure and Position Limits Services.
Read more
A FundApps client since 2015, they were established 30 years ago and are the biggest single-occupation pension fund in Canada.
Read more
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.
"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."
"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.”
“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.”
"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.”
“I used to have to go into multiple systems to gather all the information for filings manually. Now, 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.”
"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.”
