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Client Testimonials

Our main metric for success is client happiness. Here is what some of our clients and partners have to say.

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“FundApps has allowed our organization to stay on top of time sensitive disclosure requirements, alert us to approaching threshold breaches, accommodate rule changes in jurisdictions across the globe and provide audit trails on historical disclosures. Along with the friendly and knowledgeable staff, I can troubleshoot any issues and count on the staff for guidance. Using FundApps as our primary source of Shareholder Disclosure instills confidence that our organization will make timely disclosures and avoid late filings.”

kai chu, senior compliance analyst

Ontario Teachers' Pension Plan, Canada (US $147 Billion AuM)

When dealing with time-sensitive matters such as shareholding disclosure, it is important to get swift and robust responses when there are questions. The client services team at FundApps is very knowledgeable, efficient and diligent. I can highly recommend their people and solution to any firm, large or small, which deals with shareholding disclosures. At FundApps the team is always ready to go the extra mile to fit your need. More importantly, they will think with you. My experience with them has been nothing but EXCELLENT!

VIK D., GROUP COMPLIANCE OFFICER

Dutch Insurance Group (US $200+ Billion AuM)

“The FundApps’ client services team are an ever helpful resource. The quality of support is fantastic and refreshingly reactive, having a one-to-one relationship with members of the team helps us get the most out of the Service. It has been a very good experience throughout.”

  MARTIN P., Group COMPLIANCE OFFICER

Swiss Asset Manager (US $1.2 Billion AuM)

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FundApps was the first software vendor to license our Rulefinder Shareholding Disclosure content. We have enjoyed an excellent working relationship ever since.

MARC-HENRI CHAMAY, CEO

aosphere LLP, an affiliate of Allen & Overy

US based Asset Manager
“FundApps is an integral component of our Compliance program and allowed us to file over 13,000 shareholder disclosures in the last year.”

  HEAD OF REGULATORY REPORTING

US-Based Asset Manager (US $150+ Billion AuM)

“We were very impressed with how smooth the implementation process was with FundApps. Their compliance expertise and documentation made the process as seamless as we have had experienced with any service provider. Any issues were resolved quickly and the team were knowledgeable in how to deal with challenges that were unique to our setup.”

Chief Compliance Officer

Swiss Asset Manager (EUR 2.1 Billion AuM)

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