Fundipedia is for you if you're:
Fundipedia is an easy to use yet powerful web portal for the storage and management of your static data. An infinitely customisable solution, Fundipedia is configurable in order to meet your organisations's exact data needs.
Each user of Fundipedia can be configured with a unique system layout, so that the fund data they need is always to hand. Fundipedia can store multiple languages and currencies for each fund.
All fund data entry and edits in Fundipedia can be set up to be automatically forwarded to other members of your finance team for peer review, according to a custom workflow that you can define according to your SOP.
All changes made to fund data in Fundipedia are date and time stamped and stored in a comprehensive audit log. You can perform fund searches at anytime so you are always up to date on your fund data.
Fundipedia will take the strain off of your in-house IT Dept. Fundipedia is web-based, so you will always have access and we handle all the software updates, web-hosting and backups of all your fund data.
Fundipedia comes loaded with powerful user permissions and user groups that allow you to define precisely who on your team or in your department has access to specific fund data in the Fundipedia system.
Fundipedia helps all your team stay in the loop with custom email notifications that you can set up to alert you or a member of your team to any changes or edits to just the fund data that you're interested in.
Fundipedia has reporting that allows you to create and save fund data reports with just the fund information that you need. Fundipedia can also export reports to popular formats like Microsoft® Excel and CSV.
Fundipedia encrypts your fund data with 128-bit encryption, the same technology in use by all commercial banks. Our state of the art web-hosting includes the latest physical security systems and nightly backups.
We're always ready to answer any of your questions. Contact us and one of our specialists will talk you through how Fundipedia can help you gain control of your fund data.
We respect your privacy. No spam ever, that's a promise.