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)