Delegates Oversight
Delegates Oversight
Proactive KPI Monitoring & Rapid Questionnaire Deployment: Efficiently track performance and accelerate compliance with one-click deployment of template DD and Sanction Questionnaires.
Centralized Delegates Monitoring: Manage all delegates interactions from one platform, enhancing transparency and improving risk management with a unified view.
Data-Driven Insights & Smart Deadlines: Improve oversight with data-driven reviews, automated alerts, and deadlines to ensure timely completion of critical tasks.
Due-Diligence follow-ups on Counterpartys and Investment Vehicles
Due-Diligence
Efficiently manage due diligence follow-ups on counterparties and investment vehicles, ensuring thorough risk assessment and compliance.
Investment Vehicles DD
Best practice workflows on all types of Counterparties and Investment Vehicles with automated questionnaires.
Due-Diligence Dashboard
DD Dashboard Overview
Comprehensive overview of your investment funds with our dashboard, highlighting the associated risk levels and the percentage of completion for each fund’s questionnaire. Track your progress and make informed investment decisions with ease.
Qualitative Risk Scoring
Evaluate and manage risks for your investment funds. This feature offers clear insights into each fund’s risk profile, empowering you to make confident and informed investment decisions
Due Diligence Status Planning
Keep track of your deadlines with our Due Diligence Status Planning feature, designed for periodic reviews. This tool offers clear updates on each investment fund’s status, ensuring timely management
Due-Diligence Checklists
Due-Diligence Checklists
Fundvis incorporates comprehensive compliance and due-diligence checklists tailored to Alternative Investment Funds (AIFs) such as Fund of Funds (FoF), Real Estate (RE), Private Equity (PE), and Infrastructure (Inf.). These checklists are based on industry best practices and cover the entire investment lifecycle—from acquisition to ongoing monitoring and eventual exit.
Approve Cycles
Manage and streamline your approval cycles with ease, ensuring efficient and transparent decision-making.
Alerts and Reminders
Stay up-to-date with our notifications features and updates. Receive real- time and relevant alerts directly to your device, ensuring that you never miss out on important information. Customize your notification preferences to receive only the updates that matter most to you.
Digital Signatures
Fundvis embeds the E-signature provider of your choice into the Platform workflows and enables you, your client's and your cooperation partners to sign all necessary documents effortless on the platform.
