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Setup and Manage all your workflows on one Platform
Fundvis is a Luxembourgish Fintech specialized on cross-company workflows for the setup and lifecycle management of Funds, Portfolios and other financial structures. We improve communication, coordination and cooperation between all stakeholders by centralizing all workflows on one platform managed by our client.
Examples of Fundvis Use Cases
Setup
Create your customized workflow to setup the structure your are looking for
Examples: RAIFs, SPVs, Portfolios
Cooperate directly with all counterparties in one intuitive platform
Keep the management oversight across all your operations
Benefit from a range of integrated features, E-signatures, Document management, Audit trails etc.
Lifecycle
Create, duplicate and customize all repetitive workflows for you structure on the platform using our Process Database
Delegate Tasks and keep oversight on your operations
Smart and compliant data collection and usage across all Fields of the Lifecycle management
Examples: Investment processes, LP/Client terminals, Investor relations (capital calls, subscriptions agreements, distribution notices etc.)
Compliance
Ensure the quality and highest standard of your Compliance workflows by creating a Process Database
Invite and track the contribution of Team members and counterparties within your workflows
Invite Auditors directly into the process you would like to share and exchange informations and share progress
Examples: Due Diligence Follow-ups, Sanction questionnaires, SFDR, DORA etc.