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Microsoft Cerftified Partner - ISV/Software Solutions

Specialist solutions

Our products span the entire breadth of the investment process, from research and marketing (pre-sales), illustrations and transactions (point-of-sale) as well as client reporting and management (post-sales).

FundWorks services some 25 fund management companies, representing 38% of the UK asset management industry. FundWorks retail distribution network includes 16,000 financial advisers, or 30% of the financial advisers registered with the FSA.

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About FundWorks

Business units

FundWorks products and services are organised into three strategic units, which aim to address the diverse the requirements of asset managers.

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Solutions

Client reporting
Factsheet production
Website publishing
Transactions and valuations
Adviser directory
Adviser distribution network

Products

The FundWorks platform
FundReports
FundSource
FundNets
FundTools
FundX
FundWorks for Advisers

Services

Managed services
Product implementation
Bespoke and creative

Corporate

About FundWorks
News and press releases
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