Case Study: a British asset manager achieves global regulatory compliance with FundApps

British Asset Manager goes live in 3 months with FundApps

A british asset manager faced the challenge of manually managing its global shareholding disclosure processes, which required a dedicated team and was inefficient. Following a business restructure, they also needed to replace an internal system for monitoring derivative position limits across multiple exchanges. They turned to FundApps for an automated solution to ensure global regulatory compliance and reduce manual effort.

FundApps implemented its Shareholding Disclosure service, which covers nearly 100 countries, and its Position Limits service, which monitors derivatives across 80 global exchanges. The implementation was completed within three months for each service, drastically reducing manual work and saving the team significant time. The reliability of FundApps' automated tools minimized the risk of fines and reputational damage, allowing the client to focus key resources on other critical risk areas while maintaining a robust compliance framework.