Solution introduction

Streamline your fund data management processes with publiFund

publiFund is an integrated content, workflow and document management tool that helps you meet your regulatory obligations and drives efficiencies

Manage your fund from launch to closure
The publiFund platform creates a central hub of data and documents by connecting the whole ecosystem of a fund. This means you can efficiently manage the running of the fund throughout its lifecycle.

One stop shop for fund data management
publiFund connects you with a wide range of services including country registration, EMT/EPT, PRIIPs KID, Factsheet and KIID production, as well as bespoke distributor oversight reporting.

Effective governance and oversight
You maintain complete oversight via dashboards that track the progress of your document creation process. Single documents or batches can be effortlessly validated in a single step.

A single source for fund data and documents
publiFund can create, populate, and disseminate client reports to your distribution partners based on a single, quality checked golden source database which remains up to date so you don’t need to worry that your distributors are miss-selling with incorrect, non-compliant, or out of date information.

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