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By providing clients with a detailed results summary of their short-selling obligations in the near term and future, FundApps affords users a holistic view of tasks. Stay up to date with customisable rule alerts and warnings, and track disclosures with access to a full history of data uploads and documents created.
A browser-accessible service capable of pushing out updates, changes, and notifications to the entire user base simultaneously.
Task-based workflow designed to address the required action items, necessary rule approvals, and missing data pieces to ensure disclosures are made accurately and with the appropriate information.
Crowdsourced, anonymized data check used by clients to flag against irregular denominators.
A function giving users the exact numbers of shares they can trade before reaching a reportable threshold, in both an upward and downward direction.
A forum within the platform dedicated to the discussion of the regulatory environment, rule-specific nuances, and coding rationale of the nearly 500 housed rules in the library.
Audit ready data surrounding task ownership, documents generated, and filings sent to regulators, all stored and accessible on the platform.
Access to a full history of data uploads, including disclosure alerts, for the entirety of a client's lifetime.