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Setup and Manage all your workflows on one Platform

Fundvis is a Luxembourgish Fintech specialized on cross-company workflows for the setup and lifecycle management of Funds, Portfolios and other financial structures. We improve communication, coordination and cooperation between all stakeholders by centralizing all workflows on one platform managed by our client.

Examples of Fundvis Use Cases

Contact Sales

Fund Setup

  • Direct Cooperation with All Counterparties: Seamlessly collaborate and communicate to reduce misunderstandings and delays, boosting investment efficiency.

  • Streamlined Data Collection and Processing: Automate data tasks to minimize manual effort and errors, allowing focus on strategic decisions.

  • Efficient Data Export for Financial Vehicle Setup: Quick and accurate data export tools to speed up the creation and launch of financial vehicles. Examples: RAIFs, SPVs, Portfolios.

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.

Regulatory Reporting

  • AI Agents for Automated Data Collection and Report Creation: Automatically gather and analyze data to quickly create accurate reports, saving time and reducing errors.

  • Integrated Approval Cycles: Streamline approval processes to ensure swift decision-making and maintain compliance.

  • Report Extraction and Transmission: Easily extract and transmit reports for seamless communication and enhanced transparency.

DORA

  • Guided Platform setup and deployment of included best practice workflows; Classification, Initial Notification, Intermediate Notification, Final Report and Register (List of entities, List of Branches, Contractual arrangements, ICT third party service provider, etc.).

  • Data collection, processing and transmission via API to the local Regulator (CSSF, BAFIN etc.) and download all workflows in your Template format with one click.

  • Complete overview of all active and inactive Compliance Workflows

  • Automation of workflows and Reportings, validation procedures and many more cooperation features

Do you want to try Fundvis?

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