Solution introduction

Fundi Data Management is your core data platform

It lets you collect, store, distribute, and verify all your static and dynamic product data from one place, so you can slash admin, stay compliant, and be more efficient, effective, and agile

Fundi Data Management is your core data platform
It lets you collect, store, distribute, and verify all your static and dynamic product data from one place, so you can slash admin, stay compliant, and be more efficient, effective, and agile.

  • Flexible Data Schema - Delivers data governance out of the box and still dynamic enough to meet your evolving business needs.
  • Set-it-and-forget-it - Set-it-and-forget-it validation and verification procedures ensures data is accurate and exceptions are automatically flagged to the relevant teams when it is not.
  • Comprehensive data dissemination - Support for multiple dissemination data formats and languages along with a wide range of data distribution mechanisms and reporting standards, including API, SFTP, email, OpenFunds, FundSquare, and WM Date.
  • Multiple Languages - Support for multiple data formats and languages along with a wide range of data distribution mechanisms and reporting standards, including API, SFTP, email, OpenFunds, FundSquare, and WM Daten.
  • Automated Data - Automatically collect static and dynamic data from any upstream source in any format — including third-party administrators and transfer agents — and disseminate it across the business and downstream.
  • Single Sign On Support - Fully customisable user views and granular user permissions with Single Sign On support.

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