A new approach to Customization for the Asset Management Industry
Portfolio and Investor Management System
Consolidate your Data Flows and Automations
Powerful & innovative ETL technologies for system interfacing
Integrated Report Designer
Integrated Programming Environment
Unlock custom features creation
Dedicated for Financial Professionals
Digital Client Onboarding
Questionnaires with Interpretation
What we do
FundProcess develops Portfolio Management and CRM solutions for financial processionals wanting to improve their day-to-day management and automate their processes.
What do we offer
Our technology solutions allow you to set up the investment management and back-office functionalities you need now and that will evolve with your business over time. Our solutions include portfolio management, client onboarding, process management, dealing, compliance and risk.
We believe that integrated programming environments based on dedicated languages for financial professionals achieve the balance between continuous customization, a comprehensive range of features and low costs. With our technology, your systems will remain up to date and maintenance-low.
Our goals are to simplify and consolidate your data flows and automated processes, customize your systems, reduce your technology costs and give you complete autonomy over your system.
Provides your sales team with digital onboarding procedures, your compliance team with streamlined due diligence processes, your investment team with eligibility checklists and your back office with operational procedures and archive facilities.
Encode or compute your orders, run pre-check compliance on real-time data, preview brokerage fees and tax, send order books to relevant brokers, reconcile confirmations and transactions and streamline the post-trade execution from order to settlement.