Your regulatory reporting, automated with FundApps. French and American flags on a textured paper background.

Your regulatory reporting, automated

AIFMD ANNEX IV | Form PF | Form ADV

Three sets of acronyms that can make even seasoned fund managers break out in cold sweat. Whether it’s hidden calculations, scattered data, or last-minute scrambles, reporting often feels like working in the dark. 

Leave the reporting to us

We bring it into focus

Our platform automates the work, applies the latest regulatory updates, and gives you a single source of truth for all your reports. And behind the scenes? We have a team of regulatory experts who live and breathe regulatory updates. Whether you need one filing or all three, everything runs through one streamlined system.

What we cover

Simplify your Annex IV reporting with FundApps. Green and pink squares behind images of worldwide landmarks

AIFMD Annex IV

  • Review, validate, and override report fields pre-submission
  • Full data transparency - every formula, every calculation visible
  • Track what’s missing, monitor internal checks, and assign tasks
  • Generate regulator-ready XML in one click
  • Built-in audit trail for every action and every update
Report Form PF with FundApps. Green and pink rectangles behind image of New York landmarks

Form PF

  • Built for both large and small filers
  • Connect your data and review with full visibility
  • Automated logic and pre-submission validation checks
  • Seamless workflow and audit trail
  • Confidence, not complexity
Report Form ADV with FundApps. Green and pink squares behind flag of the United States

Form ADV 

  • Automate the ever-burdensome reporting process
  • Full governance and oversight of the reporting workflow
  • Streamline the data and filling process
  • Built for collaboration and efficiency 

Why FundApps?

Regulatory reporting is rarely just about submitting a form. It’s about getting the right numbers, understanding the rules, and proving everything holds up under scrutiny. ...That’s where we come in.

One platform. One dataset. Calculations you can trace - and trust.

And because reporting is a team sport, we’ve built in workflow tools that keep everyone on the same page. Track what’s done (and what’s not), assign tasks, and keep things moving - without the email chaos. All backed by a team of regulatory experts who read the rules so you don’t have to lose sleep over them.

Full transparency with FundApps reporting. Blue square and yellow circle behind a hand holding a camera lens

Data transparency

One shared view. Everyone on your team can log in, check calculations, review fields, and track progress

Forget juggling vendors and automate your regulatory reporting with FundApps. Blue square and yellow circle behind a juggler

Smart automation 

Forget juggling vendors, consultants, and systems. One platform, one data set, one vendor.

No more hunting for data with FundApps. Blue square and yellow circle behind a deer

Collaborative workflow 

Assign tasks, track approvals, and manage reviews across teams — all in one shared workspace.

Leave the reporting to us

Talk to our team and see how we can simplify your reporting. We're only a form fill away! 

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At FundApps we ride the extra mile, helping financial service companies with our automated solutions. Man biking under pink blossom trees.

…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

Ontario_Teachers_Pension Testimonial

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

Logo of Quilter in front of a green backdrop.

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 logo in front of a red background.

...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 logo in front of a black background with white wavelengths. FundApps Shareholding Disclosure service helps global investment firms globally.

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 logo on red background with dots. FundApps are red-y to provide multi-boutique investment firms with solutions to grow businesses.

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

Blue waves on a sandy beach. Relax with FundApps, as we help investment management firms to find solutions to make disclosure processes seamless.

...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

Testimonials | Testimonials |

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Let us know how we can help make your regulatory reporting the best it can be. 

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