Due Diligence
Due Diligence
One-Click Deployment of Template DD and Sanction Questionnaires: Quickly deploy due diligence and sanction questionnaires with a single click, streamlining compliance processes and saving time.
Centralized Counterparty Monitoring: Manage all counterparty interactions from one platform, enhancing transparency and improving risk management with a unified view.
Smart Deadline and Alert System: Stay on schedule with automated alerts and deadlines, ensuring critical tasks are completed on time and boosting operational efficiency.
Due-Diligence follow-ups on Counterpartys
Due-Diligence
Efficiently manage due diligence follow-ups on counterparties, ensuring thorough risk assessment and compliance. Best practice workflows on all types of Counterparties with automated questionnaires.
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.
