Our Clients

For boutique investment managers and global asset managers –  Fundipedia delivers value to organisations of all sizes

We bring a deep understanding of the data problems that impact asset managers profitability and scalability, regardless of their size.

We are proud to work with boutique investment managers with £20 billion AUM alongside the biggest names in asset management with in excess of £1 trillion AUM.

Our clients benefit from our deep understanding of the data that drives their organisations combined with the latest Fundipedia technology effortlessly caters enough to each asset manager’s unique requirements.

Our clients benefit from a powerful data control framework to automate data quality and accuracy

Our clients rely on us to mitigate operational and regulatory risk associated with incorrect data, and evidence to investors and regulators that controls are in place to ensure accuracy of data, which mitigates the potential for regulatory fines and reputational damage.

Our client’s investors are guaranteed accurate data

Our clients can automatically validate and reconcile data from upstream providers including NAVs, holdings, prices and more.

They also reconcile data with any dissemination platform, including Morningstar, Bloomberg, and Refinitiv to ensure their investors always have accurate and updated information.

Our clients see value from Fundipedia in 12 weeks

Our clients benefit from Fundipedia in just 12 weeks following a streamlined  delivery which focusses on their highest priority pain points.

Case Studies

Leading Asian asset manager

No more mismatches and user errors across the organisation. Fundipedia now provides greater transparency and oversight of the reporting process, not to mention a clear audit trail of how data has changed and data lineage for this leading global asset manager with over USD 214bn of AuM.

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Liontrust Asset Management PLC

Liontrust were looking to partner with a technology company that had a deep understanding of asset management and its associated regulations, compliance issues and processes to validate fund data.

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Manage your data with no additional headcount

Collect, verify, store and distribute static and dynamic data collected from third parties including Administrators, Transfer Agents and more.

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