FASTER FUND LAUNCHES WITH COMPLETE CONTROL
Fundi launch workflow
Fundi Launch Workflow streamlines and optimises your fund and share class launch processes.
Reducing average launch time by up to 31% and eliminating the risk of human error, costly delays, and inaccurate data.
Accommodates any product development process including fund launches, share class approvals, fund mergers, fund liquidations and fund changes.
Customisable workflows automate your end to end launch process by controlling the collaborative collection of data, data approval and task assignment.
Easy To Use
Simplifies the steps for a launch, helping your team members across all departments understand and accurately complete their tasks and data entries on time.
Actions not completed on time automatically escalated to ensure any delays are promptly identified and dealt with.
Full archive and audit capabilities ensure regulatory record keeping obligations are always met.
Seamlessly integrates with any third-party system including the full suite of Fundipedia solutions.
Fundi Launch Workflow
What you can do with it
- A global unified view of your launches
One global source of truth and control for management, execution and reporting across all product development flows
- Collaborative data collection and verification
Customisable multi-stage workflows ensure data changes are approved, and an audit trail of change is automatically captured. Inaccurate data is returned to authors for review without restarting the entire workflow.
- Acts as first responder
Intelligent automation and workflow ensure launches take less time and use fewer resources. Acts as first responder – notifying your team when they need to act and escalating to senior team members if required.
- Intelligent autocomplete
Avoid repetitive human data entry with preconfigured data mappings that pre-populate data based on the type of product being launched, where it is domiciled and any other parameters that dictate a value.
- Set and forget distribution
Downstream recipients automatically receive the newly launched data in their preferred format to enhance data update timeliness and correctness across the market e.g. Morningstar, Refinitive and many more.
- Management Information
Built-in reporting across product development can be readily generated on demand and offer granular insights into specific projects and the broader pipeline.
Who we are
Fundipedia is backed by a team of technology experts, asset management industry veterans, and entrepreneurial builders. We’ve been helping the likes of Barclays, Prudential, and M&G take control of their data since 2007.