One click short selling disclosure
Canada's top privately owned asset management firm rocks with it
Connor, Clark & Lunn Financial Group manages over $118 billion in assets from offices across the globe. By automating the tedious chore of filing disclosures one by one, the team scored an extra 7 hours per week to focus on more valuable tasks.
Dealing with multiple regulators can be a real headache
New rules, such as the SEC's 13f-2, highlight regulators' increasing appetite for transparency and a deeper understanding of short selling. Trying to make sense of all the short selling disclosures can turn into a tangled mess of errors.
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.
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.
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.
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 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.
Check out our case studies
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.
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 with $123 billion in assets under management saved time and money by switching to FundApps' cloud-based compliance service
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
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
...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
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
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
...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
…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
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
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 with $123 billion in assets under management saved time and money by switching to FundApps' cloud-based compliance service
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.
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.