The driving force behind client communications.
Automate reporting, marketing and web publishing
One platform to rule them all
The integrated platform architecture at the core of our solutions, products and services.
Reporting, connected.
Our client reporting solutions join data to distribution, investors to information, people to processes.
Web 2.0 and beyond
Push financial web publishing to the limits with dynamic websites, portals and interactive tools.
cfg | FundWorks
A joint venture with Capital Fufilment Group to provide outsourcing services in North America.
- The driving force
- Core platform
- Reporting, connected
- Web 2.0 and beyond
- Absolute ROI
- cfg | FundWorks
Our mission
Our mission is to challenge, streamline and invigorate the way financial information is managed and distributed to existing and prospective clients and organisations.
What we do
FundWorks provides financial services organisations with an efficient and accurate client communications platform, serving the business to scale at times of growth and to maintain standards and efficiencies when markets are slower.
Our market
From niche financial organisations to global conglomerates, FundWorks' client communications platform powers the reporting, marketing and web publishing solutions for a number of leading organisations across the globe.
Facts and figures
FundWorks was founded in 2003 by a group of industry professionals with substantial track records. The company is headquartered in the UK, with regional offices in continental Europe, North America, Australia, South Africa and India.
1. Select a question
- What is your market?
- What is your requirement?
- What is your role?
2. Select an answer
- Retail funds
- Institutional funds
- Wealth management
- Private equity / VCTs
- Reporting
- Financial statements
- Client extranets
- Factsheets and prospectuses
- Corporate websites
- Website components
- Sales presentations
- Account servicing
- Marketing
- e-Business
3. Select a solution
- Client reporting
- Secure portals
- Marketing publishing
- Website publishing
- Interactive tools
4. Solution overview
Client reporting
The solution enables small service teams to produce high volumes of client reports, accounts and factsheets...
Marketing material
Produces superior quality factsheets from your preferred data source and corporate branding...
Client portals
Deploy secure extranets for customers and prospects, with personalised interactive data, documents and statements...
Websites
Control presentation and functionality, share and segregate content across multiple channels and micro-sites...
Interactive tools
A fully managed toolkit which embeds fully branded, interactive applets on financial organisations websites...
Presentations
A browser-based application which facilitates the process of maintaining presentations for corporate use...
J.P.Morgan goes live with FundNets
18th May 2009
J.P.Morgan has gone live with FundNets CMS, part of FundWorks Client Communications Platform. The solution powers more than 30 websites for its UK Asset Management business.
Rigel Capital goes live with FundReports6
21 April 2009
Rigel Capital, an institutional growth asset manager based in Seattle WA, has gone live with FundWorks' FundReports 6 for their institutional reporting requirements.
FundWorks corporate restructuring
31 Mar 2009
FundWorks Global Limited (formerly IMCO (182008) Limited) announces the completion of the acquisition of FundWorks UK Limited and the corporate reorganisation of the FundWorks business.
FundWorks opens Netherlands office
19 Jan 2009
FundWorks will open its European Operational Centre in the Netherlands, providing sales, support and implementation resources to the greater continental Europe region.
