Oversight simplified for

• Pre-built DDQ templates and the ability to invite your client to collaborate on them
• Auto-populate DDQs from uploaded documents through AI data extraction
• Automated due-diligence checks and risk scoring based on responses and your scoring logic
• Digital approval with role-based sign-off and a complete audit trail

• Auto-generate key insights : by consolidating due diligence findings, risk scores and compliance status  into one clear summary.
  
• Standardize reporting with a consistent summary format that includes risk ratings, key findings, and compliance status aligned with internal and regulatory requirements.
• Highlight critical risks and next steps with automatic red flag detection and recommended mitigation actions.
• Produce board-ready reports instantly with linked evidence, audit trails, and approval history

• Automated risk scoring and classification
• Schedules periodic reassessments automatically
• Recommended mitigation actions

• Centralize contracts: Store and organize all provider contracts, addendums, and SLAs in one secure workspace with version control
• Track obligations & renewals: Monitor contract deadlines, renewal dates, and compliance obligations with automated alerts and task assignments.
• Link to risk & compliance: Connect contract changes to provider risk scores and due diligence records, generating audit-ready contract summaries for regulators or internal reviews.

Leverage AI-driven risk scores to asses the severity and likelihood of each risk. Fundvis helps you prioritize high-impact areas, ensuring that monitoring efforts focus where they matter most.

Automate KPI tracking with guided uploads, built-in validations, and due-date reminders. Fundvis keeps ownership clear through comment trails, generates audit-ready reports in one click, and uses tailored AI to pre-screen evidence, ensuring every document is complete, accurate, and compliant.

Log incidents instantly, auto-assign owners, update risks, and track progress in one centralized view. Incidents are acknowledged within 30 minutes and resolved in ~1.5 days, minimizing downtime and client impact. 

Leverage AI-driven risk scores to asses the severity and likelihood of each risk. Fundvis helps you prioritize high-impact areas, ensuring that monitoring efforts focus where they matter most.

Automate KPI tracking with guided uploads, built-in validations, and due-date reminders. Fundvis keeps ownership clear through comment trails, generates audit-ready reports in one click, and uses tailored AI to pre-screen evidence, ensuring every document is complete, accurate, and compliant.

Log incidents instantly, auto-assign owners, update risks, and track progress in one centralized view. Incidents are acknowledged within 30 minutes and resolved in ~1.5 days, minimizing downtime and client impact. 

• Validate and consolidate data across systems in one centralized platform.
• Automatically generate reports for local and European regulations with built-in templates (DORA, CSSF 22/806, GDPR, ISO and more...)
• Export compliant reports in standard regulator formats (PDF, XLSX, or custom templates).

• Create tailored dashboards and reports for management, boards, or regulators.
• Summarize risk levels, due diligence progress, and compliance metrics at a glance.
• Automate recurring reporting cycles with approval workflows and audit trails.

• Generate regulator-ready reports with the Fundvis AI assistant
• Turn complex data into easy-to-read, actionable reports instantly.