Case Study: a Nordic asset manager automates shareholding disclosure with FundApps

Nordic asset manager automates shareholding disclosure across 100+ jurisdictions with FundApps

Nordic Asset Manager, a leading financial institution, faced a manual and laborious shareholding disclosure process that was operationally costly and relied heavily on external legal counsel across multiple jurisdictions. To overcome this challenge, they selected FundApps to automate their process with its shareholding disclosure service.

FundApps provided a solution featuring a comprehensive rules package powered by legal data from aosphere, an intuitive user interface, and a community platform for rule discussion. This eliminated the need for local legal support. The result is an efficient, cloud-based service that monitors positions and ensures timely, accurate disclosures for Nordic Asset Manager.