Skip to content

Oversight simplified for
Delegates

Stay in control of your delegate oversight from due diligence to risk assessment in one centralized platform.

Fundvis unites delegate management, DDQs, and risk scoring in a single collaborative workflow, automating tasks and delivering AI-powered insights for seamless, auditable, and regulator-ready oversight.



Oversight simplified for
Delegates

Stay in control of your delegate oversight from due diligence to risk assessment in one centralized platform.

Fundvis unites delegate management, DDQs, and risk scoring in a single collaborative workflow, automating tasks and delivering AI-powered insights for seamless, auditable, and regulator-ready oversight.



Fundvis Features

Fundvis Features

Image 11-11-2025 at 14.44
Image 11-11-2025 at 14.54
Image 11-11-2025 at 14.48
Image 11-11-2025 at 14.57
Image 11-11-2025 at 15.03
Image 11-11-2025 at 14.44
Image 11-11-2025 at 14.54
Image 11-11-2025 at 14.48
Image 11-11-2025 at 14.57
Image 11-11-2025 at 15.03
ICT RISK MANAGEMENT (34)

Initial Due Diligence

 Create, customize, and collaborate all in one place.Duplicate your existing workflows or DDQs, customize them for each delegate, and invite your teammates or clients to collaborate in real time.

  • Use pre-built DDQ templates or upload your own.
  • Auto-populate DDQs from uploaded documents through AI-powered data extraction.
  • Automate due diligence checks and risk scoring based on your logic and responses.
  • Approve digitally with role-based sign-offs and a complete audit trail.

Initial Due Diligence

Create, customize, and collaborate all in one place.Duplicate your existing workflows or DDQs, customize them for each delegate, and invite your teammates or clients to collaborate in real time.

  • Use pre-built DDQ templates or upload your own.
  • Auto-populate DDQs from uploaded documents through AI-powered data extraction.
  • Automate due diligence checks and risk scoring based on your logic and responses.
  • Approve digitally with role-based sign-offs and a complete audit trail.
ICT RISK MANAGEMENT (34)

AI Powered
Executive Summary

Turn complex questionnaires into clear insights. Once responses are collected, Fundvis automatically generates an executive summary that consolidates findings, risk scores, and compliance statuses into one clear overview.
 
  • Auto-generate key insights and highlight red flags.
  • Standardize reporting across delegates with consistent risk formats and compliance indicators.
  • Highlight critical risks and next steps, including mitigation actions.
  • Produce board-ready reports with linked evidence, audit trails, and version history.
ICT RISK MANAGEMENT (35)

AI Powered
Executive Summary

Turn complex questionnaires into clear insights. Once responses are collected, Fundvis automatically generates an executive summary that consolidates findings, risk scores, and compliance statuses into one clear overview.
 
  • Auto-generate key insights and highlight red flags.
  • Standardize reporting across delegates with consistent risk formats and compliance indicators.
  • Highlight critical risks and next steps, including mitigation actions.
  • Produce board-ready reports with linked evidence, audit trails, and version history.
ICT RISK MANAGEMENT (35)
ICT RISK MANAGEMENT (36)

Ongoing Due Diligence & Alerts

Fundvis turns ongoing due diligence into a proactive process.Use your built-in calendar to track DDQ progress, upcoming reviews, and next steps.
 
  • Receive real-time alerts and due date reminders for all ongoing DDQs.
  • Manage renewals and periodic reassessments automatically.
  • Keep a continuous audit trail of every action and approval.

Ongoing Due Diligence & Alerts

Fundvis turns ongoing due diligence into a proactive process.Use your built-in calendar to track DDQ progress, upcoming reviews, and next steps.
 
  • Receive real-time alerts and due date reminders for all ongoing DDQs.
  • Manage renewals and periodic reassessments automatically.
  • Keep a continuous audit trail of every action and approval.
ICT RISK MANAGEMENT (36)

Risk Assessment

Automate risk scoring and classification across your entire delegate network. Fundvis consolidates all your due diligence results, findings, and KPIs to calculate a comprehensive risk score for each delegate.
 
  • Automated risk scoring and classification
  • Periodic reassessments scheduled automatically
  • Recommended mitigation actions based on scoring results
ICT RISK MANAGEMENT (38)

Risk Assessment

Automate risk scoring and classification across your entire delegate network. Fundvis consolidates all your due diligence results, findings, and KPIs to calculate a comprehensive risk score for each delegate.
 
  • Automated risk scoring and classification
  • Periodic reassessments scheduled automatically
  • Recommended mitigation actions based on scoring results
ICT RISK MANAGEMENT (38)
ICT RISK MANAGEMENT (30)

Document Data Extraction

Turn documents into structured data instantly. Fundvis AI extracts key fields from contracts, DDQs, and reports eliminating manual input and ensuring accuracy across all your registers.

AI Features

ICT RISK MANAGEMENT (41)

Risk Scoring Agent

Fundvis’ AI agent continuously evaluates due diligence responses, performance indicators, and incident data to generate dynamic risk scores empowering teams to prioritize oversight and mitigate issues early.

ICT RISK MANAGEMENT (39)

Chatbot Assistant

Your built-in compliance co-pilot. Ask questions, locate documents, or get guidance on reporting requirements instantly. The Fundvis chatbot helps your team navigate oversight workflows, summarize data, and trigger actions using natural language.

AI Features

ICT RISK MANAGEMENT (30)

Document Data Extraction

Turn documents into structured data instantly. Fundvis AI extracts key fields from contracts, DDQs, and reports eliminating manual input and ensuring accuracy across all your registers.

ICT RISK MANAGEMENT (41)

Risk Scoring Agent

Fundvis’ AI agent continuously evaluates due diligence responses, performance indicators, and incident data to generate dynamic risk scores empowering teams to prioritize oversight and mitigate issues early.

ICT RISK MANAGEMENT (39)

Chatbot Assistant

Your built-in compliance co-pilot. Ask questions, locate documents, or get guidance on reporting requirements instantly. The Fundvis chatbot helps your team navigate oversight workflows, summarize data, and trigger actions using natural language.

ICT RISK MANAGEMENT (32)

Simply Oversight with Fundvis

Join leading financial institutions automating provider, delegate, and fund oversight all in one secure, compliant platform.

ICT RISK MANAGEMENT (32)

Simply Oversight with Fundvis

Join leading financial institutions automating provider, delegate, and fund oversight all in one secure, compliant platform.