About us

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.

The investment management community has long recognised that good client service is critical to retaining existing mandates and growing business.  Client reporting and marketing communications forms a fundamental part of the service that is offered to clients however, for many organisations it remains a costly and problematical function. The FundWorks solutions platform fulfills the need for an automated and integrated process across the business.

Our solutions are closely tied to relationship management, investment performance, portfolio analytics and reporting operations. The process is coupled with effective data management and underpinned with strong workflow. The output of this process is a timely delivery to the customer of accurate information that is represented in a high quality format that fully supports and promotes an organisation’s brand.

The company was founded in 2003 by a team of senior industry consultants and managers with an average of over 10 years’ industry experience, and currently employs over 100 staff located in London, Boston, Cape Town, Melbourne, Glasgow, Gurgaon and Nagpur.