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tHE HOW | tHE HOW |

How we do it

Reducing the time and spend on compliance monitoring and reporting is an essential part of today's compliance remit.

Savings can be measured in multiple ways, for example:

  • the 26% reduction in time spent on shareholding disclosure
  • the 7-8 hours a week a team saves on short selling disclosures
  • reducing the need for your team to code and interpret rules 
Maximising resources_26%

Let's dig deeper

Our automated solutions take away the need to have multiple members of staff to cover holidays, sick leave, training etc. 

Our workflow and rules engine ensures reporting is done accurately, on time and in the right way, every time

Our product portfolio works 24/7, doesn't require holidays, become ill or leave - we are in it for the long haul and are future-flexible.

Maximising resources_24-7-365
Who we are | Who we are |

FundApps in a nutshell

We can scale: monitoring trillions of client AuM: from boutique hedge funds to sovereign wealth funds to investment banks.

We are many: our global and active Client Community provides access to 1000s of industry peers.

We have skills: a proven ability to interpret regulation, code rules intelligently and create software that works.

How do we help solve the problem? 

Our top expertise

We have a whole team of regulatory experts in-house who spend their working lives poring over regulations, interpreting the grey areas and listening to our client community and their real-life examples.

Our top software

Our platform has a sophisticated rules engine, is always up-to-date with the latest regulations and is powered by the industry's most comprehensive and accurate dataset.

Our top client team

Our Client Services team works hard to retain its CSAT score of 100% month in, month out. They do this through good project management, solid and fast implementations and a strong focus on first touch resolution. 

accreditations | accreditations |

Our accreditations

Ontario_Teachers_Pension

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

Quilter

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

...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

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

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

WCM_Investment

...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

Dutch_Insurance

…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 |
Partners | Partners |

Our partners

Let's Talk | Let's Talk |

Our case studies

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.

Canadian Asset Manager

Canadian Asset Manager

Canada’s largest privately-owned Asset Manager, established in 1982, uses FundApps’ Shareholding Disclosure service after frustrations with their previous processes.

BennBridge

BennBridge

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

Reduce time and spend on compliance monitoring and reporting with our help