We automate your operational and investment processes

FundProcess designs and develops cutting-edge technology solutions for financial professionals wanting to automate their operational processes

Our solutions
  • Portfolio Management System
  • Client onboarding and MiFID
  • Investment management
  • Order management
  • Risk management
  • Finance management: fees and business plan
  • Marketing
Our clients
  • Fund and wealth managers
  • Private bankers
  • Banks
  • Family offices
  • Insurance and bank brokers
  • Insurance companies
  • Other financial services companies
Our managed services

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.

Our solutions

Our approach