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    Case Study: A Swiss Asset Manager

    Posted by Arianne Rosmolen on May 2, 2019

    Now in their third year of using the FundApps platform, our client uses both the FundApps Shareholding Disclosure and Position Limits Services. 

    swiss-cropped

    With offices in 14 countries, their regulatory compliance is managed by the headquarters in Switzerland. The FundApps platform is currently the only system that provides an overview of their aggregated portfolios held globally.

    "Using FundApps allows us to streamline everything. We are able to manage our disclosures with just a few people."- Swiss Asset Manager (US $132 billion AuM)

    TO THE CASE STUDY

     

    Topics: Case Studies