Run a Management Company

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  • Investment Fund Managers must demonstrate oversight over their operations and provide an audit trail of execution for their internal controls as well as records of their decision making processes.

  • Built on the specific regulatory requirements for European Fund Managers, it provides you with a full package of services to simplify regulatory oversight, automate your processes, monitor compliance and mitigate your risks. 

  • By automating your processes, you can save time to focus on your clients and investors needs. 

  • Transparent, simple, compliant and efficient. Increase your productivity by 20%.

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Are you facing these challenges?

  • Trouble in managing existing and new regulations

  • Manual processes making you waste lots of time with exposure to sanctions and reputational damage

  • Not enough time to focus on your clients and investor's increasing needs

  • No business intelligence in place to focus on your goals

  • Difficulties in having a real-time view of your organisation, your clients' structures, assets, transactions, regulatory documentation and any other business information

  • Difficulties in executing and monitoring key controls

This is how we can help you

Connect

  • Connect data from your core systems and transform it into valuable information

Connect

  • Connect data from your core systems and transform it into valuable information

Automate

  • Turn manual processes and procedures into digital workflows, enabling full or partial automation

Automate

  • Turn manual processes and procedures into digital workflows, enabling full or partial automation

Monitor

  • Benefit from powerful drill/down dashboards to extract the business intelligence to efficiently and effectively perform daily duties and focus on what is important to your business

Monitor

  • Benefit from powerful drill/down dashboards to extract the business intelligence to efficiently and effectively perform daily duties and focus on what is important to your business

Decide

  • All key decisions are properly taken, recorded, shared and archived. This facilitates the delegation of authority and creates increased transparency to avoid sanctions and reputational damage

Decide

  • All key decisions are properly taken, recorded, shared and archived. This facilitates the delegation of authority and creates increased transparency to avoid sanctions and reputational damage

Fund Manager features

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Control and oversee your business

  • Monitor real-time automated dashboards

  • Monitor issues and deadlines

  • Get complete oversight of operations through a connected control framework

  • Automate operational processes, workflows and checklists

Writing Documents

Manage Document Lifecycle

  • Attach documents to any record in the system via drag and drop

  • Ensure proper versioning and track document expiry

  • Highlight missing or expiring documents through automated dashboards

  • Retrieve dashboards or reports via search

In a Meeting

Organise Meetings

  • Prepare agendas and meeting packs

  • Share information before and after meetings with participants

  • Record decisions and follow-up actions

  • Run meetings on-premise or remotely

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Manage Client Lifecycle

  • Automate on-boarding and due-diligence processes, including KYC and AML

  • Record client risk ratings and plan periodic reviews and risk mitigation

  • Request documents

  • Monitor the client life cycle through visualisations

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Manage Delegate Lifecycle

  • Access the built-in survey template builder

  • Share DDQ’s for completion on the dedicated portal

  • Oversee third-parties and their risk ratings

  • Automate repetitive delegation oversight tasks

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Work remotely

  • Integrate digital workflow for seamless remote collaboration

  • Ensure remote operations via secure access

  • Access via standard web-browser and adapt to any device screen

  • Customise your flexible data structures anywhere, anytime