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What we stand for
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Hedge Fund


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Maximising limited resource


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Shareholding Disclosure


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COMPLIANCE COMES IN ALL SHAPES AND SIZES

ASSET MANAGERS

Simplify business complexity and stay on top of regulatory scrutiny with
solutions that are adaptable to the future.

Take me there

HEDGE FUNDS

Build a compliance monitoring and reporting framework that is flexible, smart
and future-ready. 

Take me there

INVESTMENT BANKS

Empower your compliance team with cost-efficient frameworks while also freeing
them up to work on other tasks.

Take me there

PENSION FUNDS

Take control of the compliance challenges faced by pension funds with
future-flexible systems and processes designed to  support your changing needs. 

Take me there
Who we are | Who we are |


WE’RE COMPLIANCE MONITORING AND REPORTING SPECIALISTS

We enable compliance teams to respond more efficiently to regulatory change,
increase certainty and reduce complexity associated with compliance processes. 


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What we stand for | What we stand for |


PEOPLE, PLANET AND POSITIVE CHANGE 

We’ve been a certified B Corp since 2018, validating our commitment to high
standards of social and environmental performance, transparency, and
accountability. We don’t just say, we do. And the proof is in the B Corp
pudding!  

What we stand for
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Your problems | Your problems |


YOUR CHALLENGES, SOLVED

Discover the ultimate solutions to your compliance problems. We have a dedicated
team of regulatory experts in-house, a suite of smart software and an engaged
client community.

With a devoted team focused on deciphering, analysing, and implementing
compliance monitoring and reporting regulations, rest assured, we have you
covered.

Find out more

COURSES | COURSES |


GET CERTIFIED

Become certified with our selection of online courses focused on regulatory
compliance. Whether you're a novice eager to begin or an avid learner seeking
advanced knowledge, we've got you covered.

Explore here


who we are | who we are |


OUR TEAM IS WHAT MAKES US WHO WE ARE

The incredible dedication and unwavering commitment of our team have been the
driving force behind FundApps' proud position today. 

Get to know us
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FUNDAPPS HAS ALLOWED OUR ORGANISATION TO STAY ON TOP OF TIME SENSITIVE
DISCLOSURE REQUIREMENTS, ALERT US TO APPROACHING THRESHOLD BREACHES, ACCOMMODATE
RULE CHANGES IN JURISDICTIONS ACROSS THE GLOBE AND PROVIDE AUDIT TRAILS ON
HISTORICAL DISCLOSURES...

Kai Chu, Senior Compliance Analyst

Ontario Teachers’ Pension Plan, Canada


FUNDAPPS HAS SIMPLIFIED THE COMPLEXITIES OF SHAREHOLDING DISCLOSURE REGULATIONS
INTO ONE INTUITIVE, EASY TO USE PLATFORM AND PROVIDES CONTINUED SUPPORT FROM
BOTH THEIR CUSTOMER SUCCESS TEAM AND CONTENT TEAM WHEN REQUIRED.

Charlotte Sneddon, Risk Information & Reporting Manager

Quilter, United Kingdom


...WITH THE HELP OF FUNDAPPS, WE CAN COMMIT TO DELIVERING HIGH-QUALITY
INVESTMENT OUTCOMES TO OUR CLIENTS. WE'RE EXCITED ABOUT JOINING FUNDAPPS’
COMPLIANCE COMMUNITY AND WE LOOK FORWARD TO WORKING TOGETHER. 

Dirk Kaltschnee, Compliance Officer

Deka, Germany


FUNDAPPS’ SHAREHOLDING DISCLOSURE SERVICE PROVIDES AN INTUITIVE AND TRANSPARENT
SOLUTION TO THE EVER-CHANGING REGULATORY REQUIREMENTS WE FACE. IT WILL ENHANCE
OUR CONFIDENCE IN THE FILINGS WE MAKE, THE INTEGRITY OF THE DATA USED AND THE
AUDITABILITY OF OUR SHAREHOLDING DISCLOSURE REPORTING.

Manoj Chopra, Head of Risk Services

Vontobel, Switzerland


THE COMBINATION OF THE RULE COMMENTARY FUNCTIONALITY, THE EXPLANATION FROM
FUNDAPPS AND THE DETAIL PROVIDED ABOUT THE RULES FROM AOSPHERE PROVIDES OUR
BUSINESS WITH A RELIABLE SOLUTION THAT WE CAN CONTINUE TO USE AS OUR BUSINESS
GROWS.

Ben Battye, Chief Operations Officer

BennBridge, United Kingdom


...USING FUNDAPPS FILING MANAGER, MY DISCLOSURES ARE READY TO BE SUBMITTED
DIRECTLY TO THE REGULATOR AT THE SIMPLE CLICK OF A BUTTON. ONCE COMPLETED, I CAN
VIEW THE FILING STATUS IN ONE PLACE WITH AN ENTIRE AUDIT TRAIL, ELIMINATING THE
NEED TO CROSS-CHECK VARIOUS SOURCES AND VALIDATE THE INFORMATION SUBMITTED,
MAKING THE ENTIRE DISCLOSURE PROCESS SEAMLESS.

Lynne Marchetti, Compliance Specialist

WCM Investment Management, United States


…I CAN HIGHLY RECOMMEND THEIR PEOPLE AND SOLUTION TO ANY FIRM, LARGE OR SMALL,
WHICH DEALS WITH SHAREHOLDING DISCLOSURES. AT FUNDAPPS THE TEAM IS ALWAYS READY
TO GO THE EXTRA MILE TO FIT YOUR NEED. MORE IMPORTANTLY, THEY WILL THINK WITH
YOU. MY EXPERIENCE WITH THEM HAS BEEN NOTHING BUT EXCELLENT!

Vik D, Group Compliance Officer

Dutch Insurance Group


Testimonials | Testimonials |



JOIN OUR COMMUNITY 

Come join our lively community and enjoy a wide range of free services that are
boosted by a global network of esteemed financial institutions. 

Join for free now
Accreditations | Accreditations |


AWARDS AND ACCREDITATIONS 


Case studies | Case studies |


HOW WE MAKE OUR CLIENTS HAPPY 

Pension Fund
3 mins

CANADA’S BIGGEST SINGLE-OCCUPATION PENSION FUND

Learn how Canada's largest single-occupation pension fund improved their
shareholding disclosure processes with the help of FundApps' automated service.

Continue reading
Asset Manager
3 mins

CANADIAN ASSET MANAGER

Canada’s largest privately-owned Asset Manager, established in 1982, uses
FundApps’ Shareholding Disclosure service after frustrations with their previous
processes.

Continue reading
Asset Manager
3 mins

BENNBRIDGE

BennBridge, a multi-boutique investment manager, found a seamless and reliable
solution to manage global rule coverage and ensure compliance.

Continue reading


LOOKING FOR A CONVERSATION?

Reach out to us and simplify your compliance process. We'll equip your
compliance teams to efficiently adapt to regulatory changes, enhance certainty,
and streamline the compliance process.

Get in touch today
Partners | Partners |


OUR PARTNERS



OUR SERVICES

 * Shareholding Disclosure
 * Position Limits
 * Filing Manager
 * Sensitive Industries

GET IN TOUCH

 * Book a demo
 * Contact us
 * Join our community
 * Careers at FundApps

ADDITIONAL

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 * Security
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 * Community privacy policy

GOOD PEOPLE, GOOD ETHICS & GOOD BUSINESS

 * About us
 * Our B Corp journey
 * How we help our clients

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