Solutions

FundWorks’ range of products and services span the entire breadth of the investment process, from pre-sales and marketing publishing to post-sales client management and reporting. Delivered through an integrated platform, our solutions are available as enterprise software, hosted, or fully outsourced services.

Client reporting

Design and manage reports, statements and factsheets. Use custom workflows to produce and distribute presentations, print- or web-ready PDF.

Secure portals

Allow your clients to access their personal data and documents. Share and segregate content between users and groups.

Marketing material

Automate the production of factsheets, statement and accounts. Apply multi-source data to branded templates in a streamlined service.

Web content

Rapidly deploy and publish public websites and microsites. Manage multi-media and multi-lingual content and maximise marketing impact.

Web tools

Add up-to-date price and performance data on your website. Customise the design and pick from a collection of interactive modules and charts.

Presentations

Enable your users to produce high-quality, approved presentations. Manage slide libraries, enforce compliance and branding practices.