UCITS and AIFMD Monitoring
Automated UCITS and AIFMD monitoring that gives you daily assurance, clear oversight and confidence in every post-trade decision.
Automated rule monitoring
Daily UCITS and AIFMD compliance checks using your existing FundApps dataset, eliminating manual work and freeing time.
Comprehensive coverage
Monitor UCITS investment, diversification, and exposure rules, plus AIFMD leverage limits under both Gross and Commitment methods.
Continuously maintained rules
FundApps regulatory experts keep rules accurate and current with every regulatory change, so your team never has to interpret or maintain a changing requirements.
Centralised dashboard
Act faster with a singular place to view breaches, warnings, and exposure across all funds in one place, giving you stronger oversight and clearer decisions.
…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!
FundApps has allowed our organisation 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...
FundApps has simplified the complexities of shareholding disclosure regulations into one intuitive, easy to use platform and provides continued support from both their customer success team and content team when required.
...With the help of FundApps, we can commit to delivering high-quality investment outcomes to our clients. We're excited about joining FundApps’ compliance community and we look forward to working together.
FundApps’ Shareholding Disclosure service provides an intuitive and transparent solution to the ever-changing regulatory requirements we face. It will enhance our confidence in the filings we make, the integrity of the data used and the auditability of our shareholding disclosure reporting.
The combination of the Rule Commentary functionality, the explanation from FundApps and the detail provided about the rules from aosphere provides our business with a reliable solution that we can continue to use as our business grows.
...Using FundApps Filing Manager, my disclosures are ready to be submitted directly to the regulator at the simple click of a button. Once completed, I can view the filing status in one place with an entire audit trail, eliminating the need to cross-check various sources and validate the information submitted, making the entire disclosure process seamless.
FundApps and WTax announce strategic partnership to help investors navigate cross-border complexity
FundApps and WTax announce a new partnership empowering global investors with integrated expertise across regulatory compliance, withholding tax recovery, and class action ...
FundApps and SteelEye merge to create a unified, end-to-end global regulatory compliance platform
FundApps and SteelEye have joined forces to form a unified, end-to-end global regulatory compliance platform.
Former SEC Chair Gary Gensler to headline FundApps’ Compliance Connect
Mr. Gary Gensler, former SEC Chair and current MIT Sloan Professor, will headline FundApps Compliance Connect in NYC.
