Our Solutions for the fund industry
Solutions
Our solutions are designed for the fund industry: Management Companies, Central Administration Companies and Distributors
Solutions for the fund industry
We know there is no silver bullet that can solve all the pain points experienced by management companies, central administration companies, distributors, and so on. That’s why our solutions are designed from inception to solve major problems, then we work with our clients to continuously develop our solutions so that the scope of pain points covered grows with every release of our software. Our clients are agile and so are we. We regularly deploy updates to our software.
We also know that there is no such thing as one size fits all, which is why our solutions are developed from the outset with flexibility in mind. This allows core functionalities to be adapted specifically to our clients’ needs.
Commissions
Calculate payments to counterparties
Oversight
Centralize tasks, documentation, and checklists. Evidence all activity via audit trails
Questionnaire Management
Automate and digitize due diligence questionnaires
Screen & Score counterparties
Check for sanctions and apply a risk-based approach
Workflow
Collaborate and sign off on counterparties
Reporting
Monitor counterparties via dashboards, reports, and KPIs
A few words about us
We partner with the fund industry to digitize and automate business processes.
Since 1999, FIN|SOFT has been developing software solutions for the fund industry. Our software supports management companies, central administration companies, and distributors alike.
Through our proven expertise, FIN|SOFT has a thorough understanding of how the fund industry operates and can deploy its software in any environment, regardless of complexity, or host it within an affiliated regulated entity.
Digitize, automate, and effectively monitor your processes today.