Read about their experience of our Shareholding Disclosure and Position Limit services.
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Through a detailed results summary that highlights what needs to be done and what’s to come, FundApps provides compliance officers a concise daily agenda. With custom rule alerts and access to historical data, users can avoid uncertainty and cut out the noise, focusing efforts where they count to stay compliant.
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.
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.
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.
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.