FundWorks was founded in 2003 by a team of senior industry consultants and managers. FundWorks management team has over 9 years' average experience in the asset management sector, previously holding senior positions in operations, sales and marketing, project management and IT. The company currently employs 40 staff and is headquartered in the City of London, with support and development offices in Glasgow and Nagpur, India.
Our product range covers the entire the investment process for both investment managers and advisers:
| Solutions for asset managers |
Services for financial advisers |
|
| Promotion (pre-sales) |
Website publishing Promotion on Distribution network |
Fund research tools Fund documentation availability |
| Transactions (point-of-sale) |
Fund availability Web-meetings and conferences |
RIY Illustrations Fund purchasing |
Account management (post-sale) |
Factsheet and Report production Web-support and conferences Customer relationship management |
Portfolio management Valuation services Customer relationship management |
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.
| © FundWorks UK Limited 2008 | +44 (0)20 7763 6910 | info@fundworks.com | Contact details  |
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