www.fundapps.co Open in urlscan Pro
199.60.103.2  Public Scan

Form analysis
0 forms found in the DOM

Text Content

We are using cookies to provide statistics that help us give you the best
experience of our site. We may also track your visit to monitor the performance
of our advertising. To find out more about the cookies we use, see our Privacy
Policy. If you decline, we will not track your usage of this website wherever
possible.
Accept Decline
People, Planet, Profit
Book a demo
Contact us
Your sector

Asset Management


Hedge Fund


Investment Bank


Pension Fund


Your challenges

Maximising limited resource


Keep up with regulatory change


Active risk mitigation


Future-flexible compliance


Avoid reputational damage


Our solutions

Shareholding Disclosure


Position Limits


Filing Manager


Sensitive Industries


About us

About FundApps


Careers


Partners we work with


For clients

Courses and certifications


Here to solve your needs


Support


Join community


Resources

Blogs


Case Studies


News and Press


Podcast


Webinars


People, Planet, Profit
Book a demo
Contact us




AGGREGATION: THE FORGOTTEN PILLAR

A VITAL ROLE IN ACHIEVING COMPLIANCE

LEADR is the beneficial ownership framework that enables firms to prioritise
efforts and ensure all key areas are covered. Among its 5 pillars, aggregation
stands out as a vital yet often overlooked component in accurately consolidating
financial positions for shareholding disclosure. 

Discover more

IT NEEDS MORE ATTENTION

The significance of aggregation in surveillance and reporting cannot be
emphasised enough. Join us for our first webinar in the Let’s Talk: LEADR series
to explore how focusing on aggregation can enhance compliance, reduce errors,
and improve regulatory standing across jurisdictions. 

Watch on demand now
Who we are | Who we are |


WE’RE COMPLIANCE MONITORING AND REPORTING SPECIALISTS

We enable compliance teams to respond more efficiently to regulatory change,
increase certainty and reduce complexity associated with compliance processes. 


Video player - Thumbnail of the 60 second 'About FundApps' video. FundApps are
2023 winners of Megabuyte's 50 for Best Performing Company in Financial
Services. - Click to play video




LEADR: THE 5 PILLARS OF SHAREHOLDING DISCLOSURE

Curious about LEADR? It's more than just a beneficial ownership framework - it's
a game-changer. Think of these pillars as your compliance team's GPS, navigating
them through the ever-changing compliance landscape and highlighting areas where
improvements are needed.

Learn more about LEADR
Video player - LEADR_Screenshot - Click to play video




SEC CHANGES: ALL YOU NEED TO KNOW

2024 is a big year for SEC changes. From Beneficial Ownership Reporting to Short
Sale Disclosure Reforms, we're the go-to for all things disclosure. Our
solutions, experts, and community are here to make navigating SEC changes a
breeze.

Access the SEC knowledge bank


POWER OF COMMUNITY

In 2024, the answer is a thriving and diverse community. FundApps has a global
community for Shareholding Disclosure, consisting of 127 clients across 18
countries and over 100 jurisdictions. 

How is it done?

GET CERTIFIED

Become certified with our selection of online courses focused on regulatory
compliance. Whether you're a novice eager to begin or an avid learner seeking
advanced knowledge, we've got you covered.

Explore our courses

YOUR CHALLENGES, SOLVED

Take a dedicated team of regulatory experts in-house focused on compliance
monitoring and reporting regulations. Add in a suite of smart software and a
vibrant community, and consider it done. 

Get to know how


What we stand for | What we stand for |


PEOPLE, PLANET AND POSITIVE CHANGE 

We’ve been a certified B Corp since 2018, validating our commitment to high
standards of social and environmental performance, transparency, and
accountability. We don’t just say, we do. And the proof is in the B Corp
pudding!  

 

Whether you're curious about our past or eager to discover who we lend a helping
hand to, our new site offers something for everyone.

What we stand for
Video player - Still image from the FundApps B Corp video of FundApps CEO Andrew
Patrick White. FundApps is one of the first Fin-tech B Corps in the UK. - Click
to play video



who we are | who we are |


OUR TEAM IS WHAT MAKES US WHO WE ARE

The incredible dedication and unwavering commitment of our team have been the
driving force behind FundApps' proud position today. 

Get to know us
Video player - FundApps team together. We're dedicated and committed compliance
monitoring and reporting specialists for finance institutions. - Click to play
video



Let's Talk podcast | Let's Talk podcast |


LET'S TALK: PODCAST SPONSORED BY FUNDAPPS

Ever wondered how banking can embrace the triple bottom line of people, profit
and planet? Can technology really help with complex regulations? What does the
industry keep forgetting to do? 

In Season 2, a hand-picked selection of industry big-hitters will delve into the
world of Ethics within Financial Services.

Listen now
Video player - Let's Talk is financial podcast sponsored by FundApps. Sound
wavelength lines in hues of blue and purple behind the Let's Talk branding. -
Click to play video


Case studies | Case studies |


CHECK OUT OUR CASE STUDIES

3 mins

SWISS ASSET MANAGER

A Swiss asset manager with $132 billion AuM achieved efficiency and accuracy
using FundApps' comprehensive rules package and central dashboard.

Continue reading
3 mins

CHICAGO-BASED ASSET MANAGER

Chicago-based asset manager with $123 billion in assets under management saved
time and money by switching to FundApps' cloud-based compliance service

Continue reading
2 mins

NORDIC ASSET MANAGER

Discover how a leading financial institution overcame the challenges of manual
shareholding disclosure processes with the help of FundApps.

Continue reading


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...

Kai Chu, Senior Compliance Analyst

Ontario Teachers’ Pension Plan, Canada


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.

Charlotte Sneddon, Risk Information & Reporting Manager

Quilter, United Kingdom


...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. 

Dirk Kaltschnee, Compliance Officer

Deka, Germany


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.

Manoj Chopra, Head of Risk Services

Vontobel, Switzerland


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.

Ben Battye, Chief Operations Officer

BennBridge, United Kingdom


...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.

Lynne Marchetti, Compliance Specialist

WCM Investment Management, United States


…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


Testimonials | Testimonials |



JOIN OUR COMMUNITY 

Come join our lively community and enjoy a wide range of free services that are
boosted by a global network of esteemed financial institutions. 

Join for free now


AWARDS AND ACCREDITATIONS 




HOW WE MAKE OUR CLIENTS HAPPY 

3 mins

SWISS ASSET MANAGER

A Swiss asset manager with $132 billion AuM achieved efficiency and accuracy
using FundApps' comprehensive rules package and central dashboard.

Continue reading
3 mins

CHICAGO-BASED ASSET MANAGER

Chicago-based asset manager with $123 billion in assets under management saved
time and money by switching to FundApps' cloud-based compliance service

Continue reading
3 mins

CANADA’S BIGGEST SINGLE-OCCUPATION PENSION FUND

Learn how Canada's largest single-occupation pension fund improved their
shareholding disclosure processes with the help of FundApps' automated service.

Continue reading


LOOKING FOR A CONVERSATION?

Reach out to us and simplify your compliance process. We'll equip your
compliance teams to efficiently adapt to regulatory changes, enhance certainty,
and streamline the compliance process.

Get in touch today


OUR PARTNERS



OUR SERVICES

 * Shareholding Disclosure
 * Position Limits
 * Filing Manager
 * Sensitive Industries

GET IN TOUCH

 * Book a demo
 * Contact us
 * Join our community
 * Careers at FundApps

ADDITIONAL

 * Privacy policy
 * Security
 * GCD terms and conditions
 * Community privacy policy
 * Candidate privacy policy

GOOD PEOPLE, GOOD ETHICS & GOOD BUSINESS

 * About us
 * What we stand for
 * How we help our clients
 * Careers

FOLLOW US



© 2024 FundApps. All rights reserved.