Top 10 Frequently Asked Questions about Fundipedia

Our Customer Support Team have used their knowledge to put together a list of answers to the most frequently asked questions about Fundipedia. Click on a question below to display its corresponding answer.

Fundipedia is hosted on Microsoft® Azure with Microsoft® at their UK South Data Centre in London, UK.

Yes, Fundipedia currently offers single sign on (SSO) via Active Directory, but if you need another SSO solution we’re able to customise it to your specific requirements.

Yes, via a number of different mechanisms. We have already integrated Fundipedia with a number of third parties like Morningstar and FundsLibrary, but customisations based upon your requirements can also be provided.

Fundipedia offers dynamic reporting, so that your users are able to build, save and re-run their own reports.

Fundipedia primarily accepts data saved as a Microsoft® Excel Spreadsheet (.XLSX) or a Comma Separated Values (.CSV) file, but given any dataset we can convert and process it for you and input it into Fundipedia, as we have done for previous customers.

Fundipedia can export data as CSV (Comma Separated Values) and Microsoft® Excel Spreadsheets (.XLSX).

Yes, we offer a free trial whereby we load your data structure and data into a trial instance of Fundipedia to allow you and your team to understand exactly how Fundipedia works and more importantly how it integrates with your existing business processes and staff. Request More Information today.

It’s an annual contract charged for by the amount of objects on the system. An example of an object is a Fund, Share Class, Fund Manager etc. There’s no per user fee, we don’t want to restrict the number of staff you have accessing Fundipedia just because of cost.

Yes, initially two years and then a rolling annual agreement.

The Fundipedia interface is in English only, but all data fields can be configured to support multiple languages as required.

For any other questions please phone our Customer Support Team on 0845 867 2845 Mon-Fri 9:00 AM – 5:30 PM (UK Time ).