Fund life cycle management
Automate and centralise fund, sub-fund, and share class onboarding and lifecycle management to reduce errors, improve compliance, and streamline operations.
Challenges in fund lifecycle management
Manual onboarding and updates of fund, sub-fund, and share class data are time-consuming, error-prone, and fragmented across teams and systems.
Lack of a central source of truth creates operational risk, delays, and limited visibility into fund status and changes.
Automated fund onboarding and updates
Our platform centralises all fund and delegate data, automating ingestion, harmonisation, validation, and distribution to downstream systems.
Smart notifications, task-based workflows, and configurable validation rules streamline collaboration, reduce errors, and provide full auditability.