Case Study: Swiss Asset Managing Company streamlines global compliance with FundApps

Swiss Asset Managing Company - Customer Case Study

Swiss Asset Managing Company, a Swiss asset manager with offices in 14 countries and $132 billion in AUM, was struggling with a manual, spreadsheet-heavy shareholding disclosure process and limited visibility across globally aggregated holdings. The firm turned to FundApps for its Shareholding Disclosure and Position Limits services to help manage compliance more efficiently.

FundApps implemented a fast, centralized solution with automated global rules, a dashboard for actionable alerts, and support for 13F filings, replacing much of the manual work. As a result, Swiss Asset Managing Company significantly reduced the time and headcount needed for disclosures, improved data quality, and gained a holistic view of holdings and position limits, with one person able to handle the disclosure regime and fewer missing or inaccurate records over time.