Solutions

Our fund management software platform; FundD is a web based content management solution for the mutual fund industry. It currently addresses separate but linked information flows: The production and distribution of the Key Investor Information Document, the Packaged Retail and Insurance-based Investment Product KID and the full Fund Prospectus. These documents rely on up to date data and content, are intertwined with the product management process within an asset manager and the registration of sub-funds in different countries in Europe and Asia. Our platform addresses both the reporting requirements at a European level and the subtle differences imposed by domestic regulators in Europe and Asia. FundD can also be used to produce other structured documents such as fact sheets, articles of incorporation, shareholder letters or application forms.

Click here to find out more about the KIID module of FundD
Click here to find out more about the Prospectus module of FundD.