Oversight simplified for
Groups
See your entire organization, connected.
Fundvis unifies all entities across your structure and links them directly to their providers, processes, services, and contracts.
Every relationship, dependency, and control point becomes visible in one collaborative view.
Oversight simplified for
Groups
See your entire organization, connected.
Fundvis unifies all entities across your structure and links them directly to their providers, processes, services, and contracts.
Every relationship, dependency, and control point becomes visible in one collaborative view.
Fundvis Features
Fundvis Features
Streamline every Process
Visualize and optimize every operational flow
Fundvis lets you define, map, and monitor all key processes from due diligence to reporting in one centralized system.
- Standardize workflows: Align procedures across entities and teams.
- Assign responsibilities: Clarify ownership for each step.
- Track progress: Get real-time visibility on bottlenecks or delays.
- Stay compliant: Automatically link each process to regulatory requirements (DORA, GDPR, CSSF 22/806…)
Streamline every Process
Visualize and optimize every operational flow
Fundvis lets you define, map, and monitor all key processes from due diligence to reporting in one centralized system.
- Standardize workflows: Align procedures across entities and teams.
- Assign responsibilities: Clarify ownership for each step.
- Track progress: Get real-time visibility on bottlenecks or delays.
- Stay compliant: Automatically link each process to regulatory requirements (DORA, GDPR, CSSF 22/806…)
Control every Contract
- Centralized repository: Store and categorize all contracts securely.
- Smart reminders: Receive alerts for renewals, expirations, or updates.
- Linked compliance: Instantly access related due-diligence files and reports.
- Audit-ready history: Keep a complete version trail of every change.
Control every Contract
- Centralized repository: Store and categorize all contracts securely.
- Smart reminders: Receive alerts for renewals, expirations, or updates.
- Linked compliance: Instantly access related due-diligence files and reports.
- Audit-ready history: Keep a complete version trail of every change.
Connect every Service
- Map dependencies: Understand which providers deliver which services to which entities.
- Centralize documentation: Keep SLAs, audits, and assessments in one place.
- Monitor performance: Track service KPIs and compliance metrics automatically.
- Enhance collaboration: Enable teams and providers to work together through shared workflows
Connect every Service
- Map dependencies: Understand which providers deliver which services to which entities.
- Centralize documentation: Keep SLAs, audits, and assessments in one place.
- Monitor performance: Track service KPIs and compliance metrics automatically.
- Enhance collaboration: Enable teams and providers to work together through shared workflows
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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
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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.
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Data Validation
Ensure every report is regulator-ready. Fundvis automatically validates your registers against CSSF and EBA rules, flagging missing fields or inconsistencies before submission. Compliance accuracy, guaranteed.
AI Features
.png?width=1636&height=2000&name=ICT%20RISK%20MANAGEMENT%20(30).png)
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.
.png?width=1636&height=2000&name=ICT%20RISK%20MANAGEMENT%20(45).png)
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.
.png?width=1636&height=2000&name=ICT%20RISK%20MANAGEMENT%20(31).png)
Data Validation
Ensure every report is regulator-ready. Fundvis automatically validates your registers against CSSF and EBA rules, flagging missing fields or inconsistencies before submission. Compliance accuracy, guaranteed.
Simply Oversight with Fundvis
Join leading financial institutions automating provider, delegate, and fund oversight all in one secure, compliant platform.
Simply Oversight with Fundvis
Join leading financial institutions automating provider, delegate, and fund oversight all in one secure, compliant platform.
