We automate your operational and investment processes
FundProcess designs and develops cutting-edge technology solutions for financial professionals wanting to automate their operational processes
- Portfolio Management System
- Client onboarding and MiFID
- Investment management
- Order management
- Risk management
- Finance management: fees and business plan
- Fund and wealth managers
- Private bankers
- Family offices
- Insurance and bank brokers
- Insurance companies
- Other financial services companies
We manage the data management, batch processing and maintenance, leaving you to focus on, and interpret, your dashboards and reporting.
We have developed proprietary, modular platforms with components that have adjustable parameters. This significantly shortens the implementation time and custom developments.