Shareholding
Disclosure

Easily and securely upload
your positions data to our
cloud-based platform

Have your data analysed in a matter of
minutes and be automatically notified of
any required disclosures

Simply file your disclosures with
our automatically generated
and pre-populated forms

Avoid fines and reputational damage

Clients use our service to avoid fines and disclaimers to investors on their Form ADV. One-in-two users report that we have at least halved, if not completely relieved, their daily concern regarding the management of Shareholding Disclosure.

Reduce the time and cost of Shareholding Disclosure

Clients use our service to reduce the amount of time and effort they spend managing Shareholding Disclosure. One-in-two estimate that we have helped to introduce daily time savings of 50% on average.

Retire unsuitable software and processes

Clients use our service to move away from error-prone and unreliable systems and processes. 100% of clients associate high operational risk with their internal systems and two out of three clients have legacy systems they go on to retire after making the switch to FundApps.

Prove adherence to regulation

Clients use our service to maintain an audit of their actions. 100% of live clients report that our service has proven useful in demonstrating appropriate due diligence and meeting regulatory obligations.