Case Study: Swiss Asset Manager achieves efficient, accurate compliance reporting with FundApps

Swiss Asset Manager streamlines compliance across 14 countries with FundApps

A Swiss asset manager with $132 billion in assets under management faced a manual and laborious shareholding disclosure process that relied heavily on spreadsheets and pre-trade information. Seeking to improve accuracy and gain a complete overview of their global holdings, they turned to FundApps for its comprehensive rules package covering over 100 jurisdictions.

FundApps provided a solution with a fast implementation and a central dashboard that streamlined the entire disclosure process. The result was a major time saving, allowing the client to manage numerous disclosures with just a few people. One compliance officer is now able to handle the entire disclosure regime efficiently and without mistakes, eliminating the need for manual work and local legal support.