Q&A with the Fundipedia Implementation Team
Recently, we spoke to Edward Dunkley (Ed), one of our Implementation Associates about what working at Fundipedia is [...]
Basic ESG and SFDR terms all Money Managers need to know
The SFDR was introduced by the European Commission, alongside the Taxonomy Regulation and the Low Carbon Benchmarks Regulation, as part [...]
9 ESSENTIALS to gain a competitive advantage for your Wealth Management Firm
According to a cross-industry research by Accenture, over 80% of Asset Management companies don’t have enterprise-wide Master Data Management (MDM). [...]
8 pain points manual reconciliation brings to the table
In seeking to meet and overcome the challenges Investment Managers face in the wake of soaring trade volumes, increasingly complex [...]
7 Risks and Lessons learned when implementing a 3rd party Product Master Data Management Platform
Fundipedia is a product data management platform built in partnership with, and delivered to the asset management industry. We work [...]
5 Competitive Boosters of an Automated Reconciliation System
Reconciliation is often overlooked and undervalued by firms. Done right, reconciliation can help you avoid regulatory risks, make informed decisions, [...]
11 Key Capabilities to look for when considering an Automated Reconciliation Solution
Reconciling data manually is, more often than not, a good choice for firms just starting out. It requires minimal initial [...]
What to expect when choosing Fundipedia at the heart of your data ecosystem?
Fundipedia is the only fully data agnostic data management platform for the Asset Management industry. Through intelligent automation and powerful [...]
What’s behind Fundipedia’s service quality and resilience?
Fundipedia is backed by a team of technology experts, Asset Management industry veterans, and entrepreneurial builders. We’ve been helping the [...]
5 ways your Asset Management firm will stay ahead of the game with AI and ML
Artificial Intelligence (AI) and Machine learning (ML) may seem both a distant and even scary prospect to some, straight out [...]
Are you certain you’re fully complying with MiFID II?
Asset managers have been living with MiFID II for close to a decade. But while that might seem like it's more [...]
Steps that forward thinking asset managers take after they’ve created a static data product master
So you have mastered your static product data - congratulations! You’re now one step ahead of your competition. What next? [...]
Introducing: The zero-effort way to prepare for SFDR
While sustainable investing isn't a new idea — the first sustainable investment fund, Pax World, launched in 1971 — [...]
ISO 27001 independently recognises Fundipedia’s industry-leading security standards
At Fundipedia, the security of our software, infrastructure and your data is a cornerstone of the services we provide. It’s vital to everything we do. One of the [...]
Document Management
Did you know that Fundipedia has a secure online centralised repository where you can easily search, retrieve, and share documents? [...]
Change Events
Change events, introduced in Fundipedia version 1.4.6, give users a powerful way to program automatic updates to the information stored [...]
Release – version 1.4.7
Release - version 1.4.7 Enhancements to document management New centralised document centre You can now upload documents not associated to [...]
Fundipedia API
The need to efficiently share Fund data between people and systems is an issue that faces most asset management businesses [...]