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.
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
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
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
Data transparency
One shared view. Everyone on your team can log in, check calculations, review fields, and track progress
Smart automation
Forget juggling vendors, consultants, and systems. One platform, one data set, one vendor.
Collaborative workflow
Assign tasks, track approvals, and manage reviews across teams — all in one shared workspace, with full visibility.
…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!
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...
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.
...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.
...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.
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Navigating evolving SEC regulations, particularly Form PF, requires preparedness and adaptability. Stay informed to ensure compliance amidst regulatory uncertainties.
FundApps Announces Significant Growth Equity Investment from FTV Capital
FundApps secures growth equity investment from FTV Capital to enhance regulatory compliance solutions, solidifying its position as a market leader in financial technology.
FundApps and BlackRock’s Aladdin® platform partner to automate shareholding disclosure monitoring and reporting
FundApps and BlackRock’s Aladdin partner to automate global shareholding disclosure compliance, enhancing workflow efficiency for investment managers.
FundApps launches AIFMD ANNEX IV Reporting Solution, expanding its suite of regulatory compliance products
FundApps launches AIFMD Annex IV Reporting Solution, automating compliance for investment managers, enhancing efficiency, and reducing risk with seamless regulatory reporting.