Fundvis S.A.
Information
Fundvis, the workflow and management oversight solution for Financial administration.
Fundvis digitalizes and automates workflows and data collection, allowing compliant and efficient processing on one platform for all stakeholders of the AIF lifecycle.
Benefit from a range of integrated, E-signatures, Document management, CRM etc., and internally developed features, Process creator , Approval and decline logic, Audit trails, User and access management etc.
Our Use Cases:
1.Setup: Create your customized workflow to setup templates for any structure you want to create. Examples: RAIFs, Portfolios, SPVs etc.
2.Lifecycle: Create, duplicate and customize all repetitive workflows for you structure on the platform using our Process Database. Examples: Investment processes, LP/Client terminals, Investor relations (capital calls, subscriptions agreements, distribution notices etc.)
3.Compliance: Ensure the quality and highest standard of your Compliance workflows by creating a Process Database and invite and track the contribution of Team members and counterparties within your workflows. Examples: Due Diligence Follow-ups, Sanction questionnaires, SFDR, DORA etc.
