One Platform, connecting the entire Fund Industry.
We are a management solution that connects all relevant parties for the setup and lifecycle management of an Investment Fund.
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Setup and Manage all your Funds on one Platform
Fundvis is a complete FundTech platform where all cross-company workflows for the setup and lifecycle management of the Fund Industry are digitalized. We improve communication, coordination and cooperation between all stakeholders and thus increase productivity. We free up to twenty percent time from our clients and enable them to concentrate on what’s really important, the core business.
Our features catalogue
We turn inefficiency into value adding hours.
Stay always sharp with our management oversight
Fundvis will take care of your deadlines, missing or rejected documents and pending tasks by sending alerts to the relevant users.
Don’t miss any detail with our audit trail
Get a detailed report with all relevant decisions and transactions and the involved users for each process.
Stay always organized with our workflows
Digitalize your operational workflows with Fundvis and create your personalized cooperative work environment. Add as many partners and stakeholders to your processes as you want.
Improve your collaboration with document and task management
Upload your documents or templates in a safe environment and enable real time collaboration. Track the advancements of the document and the contribution of Team members, this will enable you to always be on the most recent version.
Communicate faster with your team and your partners
With chats, you can communicate with all your partners in Fund specific groups or in direct messaging, video or audio. We enable you to collect all relevant messages and save them in your details section.
Starter
- 3 working users
- Online training
- Basic helpline
- Reduced Feature Catalogue
Professional
- 1 power user with all features and rights
- 4 working users
- Advanced training modules
- Extended helpline
- Monthly client satisfaction rounds
Power
- 5 power users with all features and rights
- Full feature catalogue
- Customized onboarding
- All available training modules
- Premium helpline
- Onsite support within 24h
- Key account manager