What we do
FundProcess creates SaaS Solutions with Coding Tools for Asset Managers to operate complex data management, eliminate manual operations and design their own business functionalities.
Our Vision
We believe that Integrated Programming Environments, based on Simplified and Dedicated Languages, achieve the balance between continuous customization, a comprehensive range of features and transparency of services operated by your delegates.
What we offer
Our ETL and Macro technologies allow you to design first your Data Management then, the Investment, Risk, Compliance and Private Equity functionalities you need for your business – operated by you or by your delegates in your system.
Our Approach
Our solution allows you to: (1) Simplify and consolidate your data flows and automated processes, (2) Design your customizations and outsourcing, (3) Give you complete autonomy over your system.
FundProcess Development Toolkit for Asset Managers
Our Clients
Use Cases
Fund and Wealth Managers
Investor Onboarding, Investment Compliance, Shadow NAV, Risk Management, Due Diligence Management, Trade Blotter, Back-Office Procedures
Private Equity
Valuation, Capital Call Operations, Data Crunching, Cash-flow Projections, Valuation oversight
Advisory Boutiques
Advanced Statistics, Performance and Risk Attribution, Universe Screening, Portfolio Optimisation, Backtesting, Risk-Factor Mapping
Family Offices
Look-Through, MiFID & AML-KYC Questionnaires, Financial Situation Reporting
Private Bankers
Investor Online Portal, Investor Onboarding and Monitoring, Bulk Rebalancing, Investor Reporting