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    Case Study: A Chicago-Based Asset Manager

    Posted by Kallie Price on Aug 2, 2021

    Established in 1976, our client is a Chicago-based asset manager with US$123 billion in assets under management.


    Previously using an on-premise solution, they made the switch to FundApps in 2019 when they realised the time savings that their Compliance and IT teams could achieve with a cloud-based, managed service. Since then they have been using our automated Shareholding Disclosure and Sensitive Industries services.

    Switching to FundApps’ robust cloud-based services has enabled us to seamlessly receive regular rule updates and given us the opportunity to focus purely on compliance.
    - Senior Compliance Officer, Chicago-Based Asset Manager (US$123 Billion AuM)



    Topics: Case Studies