Solution introduction
A comprehensive platform to collect, validate, standardise, and disseminate fund product data to financial platforms, distributors, and service vendors, enhancing client engagement through accurate, timely and consistent information delivery
A centralised platform enabling collection, validation, standardisation and automated dissemination of fund product data and documentation to service vendors, client portals and CRM/engagement platforms, improving asset and wealth managers’ client engagement
FundPoint’s “Veritas” - Fund Data Quality & Distribution Platform - supports wealth managers, asset managers, and fund distributors by ensuring the integrity and delivery of all critical fund-related information. The solution centralises fund static data, Net Asset Values (NAVs), regulatory disclosures and commercial documentation into a controlled hub. Through rigorous validation checks and automated distribution mechanisms, it mitigates operational risk, accelerates time-to-market, and ensures consistent quality of data exposed to investor portals, reporting tools, CRM systems and client communication channels.
Key capabilities:
- Centralised fund data hub: Consolidates fund data to a single source of truth.
- Automated quality assurance: Machine-assisted validation monitors data consistency and flags anomalies before release.
- Regulatory and commercial distribution: Delivers data to regulatory feeds, financial portals, and distribution channels with traceability and audit support.
- Integration and workflow support: Plug-in capacities that connect to internal systems (CRM, reporting, investor portals) to enhance client engagement workflows.
- Custom development options: Bespoke tools tailored to a client’s existing environment and engagement needs.
