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Monitor It. Report It. 

Dance with FundApps this Holiday Season

Many lawyers, ex-regulators, info sec and other experts work for the B Corp that is FundApps. We are all about future-proofing our compliance monitoring and reporting software so we can always monitor the £19trn (and growing) of AuM for the industry’s most active and happy global compliance community [we get top notch NPS + CSAT scores year after year].

SEC changes? 13f-2? We've already got it covered.

We've got 13f-2 rules integrated into our disclosure solutions - that's right, the rules are set, our community has given them the stamp of approval, and the functionality is up and running. Being the first-to-market is just the cherry on top. 

Your disclosure dilemmas need our #DashingDane 

Do you ever find yourself with burning questions about compliance monitoring and reporting that seem too small to bother the big guns with? We get it - the smaller questions can easily get lost in the shuffle. But fear not, because our Dane is here to help.

Our dane is making your disclosures a doddle. At FundApps we are here to answer your burning questions about compliance monitoring and reporting.

LEADR: The 5 pillars of shareholding disclosure

Curious about LEADR? It's more than just a beneficial ownership framework - it's a game-changer. Think of these pillars as your compliance team's GPS, navigating them through the ever-changing compliance landscape and highlighting areas where improvements are needed.

Raise hands and reach out to FundApps. Join the club and party with FundApps’ global community for Shareholding Disclosure.

Power of community

In 2024, the answer is a thriving and diverse community. FundApps has a global community for Shareholding Disclosure, consisting of 127 clients across 18 countries and over 100 jurisdictions. 

FundApps offer courses in regulatory compliance and SEC changes. Keep in ctrl of your monitoring and reporting. Hands on a silver laptop typing.

Get certified

Become certified with our selection of online courses focused on regulatory compliance. Whether you're a novice eager to begin or an avid learner seeking advanced knowledge, we've got you covered.

Gain the upper hand with FundApps and be a LEADR. We join together to help solve issues in your compliance process. Hands stacked on top of each other

Your challenges, solved

Take a dedicated team of regulatory experts in-house focused on compliance monitoring and reporting regulations. Add in a suite of smart software and a vibrant community, and consider it done. 

People, planet and positive change 

We’ve been a certified B Corp since 2018, validating our commitment to high standards of social and environmental performance, transparency, and accountability. We don’t just say, we do. And the proof is in the B Corp pudding!  

Let's Talk podcast | Let's Talk podcast |

Let's Talk: podcast sponsored by FundApps

Ever wondered how banking can embrace the triple bottom line of people, profit and planet? Can technology really help with complex regulations? What does the industry keep forgetting to do? 

In Season 2, a hand-picked selection of industry big-hitters will delve into the world of Ethics within Financial Services.

At FundApps we ride the extra mile, helping financial service companies with our automated solutions. Man biking under pink blossom trees.

…I can highly recommend their people and solution to any firm, large or small, which deals with shareholding disclosures. At FundApps the team is always ready to go the extra mile to fit your need. More importantly, they will think with you. My experience with them has been nothing but EXCELLENT!

Vik D, Group Compliance Officer

Dutch Insurance Group

Ontario_Teachers_Pension Testimonial

FundApps has allowed our organisation to stay on top of time sensitive disclosure requirements, alert us to approaching threshold breaches, accommodate rule changes in jurisdictions across the globe and provide audit trails on historical disclosures...

Kai Chu, Senior Compliance Analyst

Ontario Teachers’ Pension Plan, Canada

Logo of Quilter in front of a green backdrop.

FundApps has simplified the complexities of shareholding disclosure regulations into one intuitive, easy to use platform and provides continued support from both their customer success team and content team when required.

Charlotte Sneddon, Risk Information & Reporting Manager

Quilter, United Kingdom

Deka logo in front of a red background. FundApps are red-iculously good at helping capital market companies deliver high quality investment outcomes.

...With the help of FundApps, we can commit to delivering high-quality investment outcomes to our clients. We're excited about joining FundApps’ compliance community and we look forward to working together. 

Dirk Kaltschnee, Compliance Officer

Deka, Germany

Vontobel logo in front of a black background with white wavelengths. FundApps Shareholding Disclosure service helps global investment firms globally.

FundApps’ Shareholding Disclosure service provides an intuitive and transparent solution to the ever-changing regulatory requirements we face. It will enhance our confidence in the filings we make, the integrity of the data used and the auditability of our shareholding disclosure reporting.

Manoj Chopra, Head of Risk Services

Vontobel, Switzerland

Bennbridge logo on red background with dots. FundApps are red-y to provide multi-boutique investment firms with solutions to grow businesses.

The combination of the Rule Commentary functionality, the explanation from FundApps and the detail provided about the rules from aosphere provides our business with a reliable solution that we can continue to use as our business grows.

Ben Battye, Chief Operations Officer

BennBridge, United Kingdom

Blue waves on a sandy beach. Relax with FundApps, as we help investment management firms to find solutions to make disclosure processes seamless.

...Using FundApps Filing Manager, my disclosures are ready to be submitted directly to the regulator at the simple click of a button. Once completed, I can view the filing status in one place with an entire audit trail, eliminating the need to cross-check various sources and validate the information submitted, making the entire disclosure process seamless.

Lynne Marchetti, Compliance Specialist

WCM Investment Management, United States

Testimonials | Testimonials |

Join our community 

Come join our lively community and enjoy a wide range of free services that are boosted by a global network of esteemed financial institutions. 

Awards and accreditations 

How we make our clients happy 

Chicago-Based Asset Manager

Chicago-Based Asset Manager

Chicago-based asset manager with $123 billion in assets under management saved time and money by switching to FundApps' cloud-based compliance service

FundApps Develops Filing Manager with Client CCLFG

FundApps Develops Filing Manager with Client CCLFG

Connor, Clark & Lunn Financial Group finds success and efficiency through a product sponsorship with FundApps, creating a new service, Filing Manager.

Swiss Asset Manager

Swiss Asset Manager

A Swiss asset manager with $132 billion AuM achieved efficiency and accuracy using FundApps' comprehensive rules package and central dashboard.

Looking for a conversation?

Reach out to us and simplify your compliance process. We'll equip your compliance teams to efficiently adapt to regulatory changes, enhance certainty, and streamline the compliance process.

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