Connects investors and financial advisers with fund managers and other providers
Electronic transactions, valuations and settlements
Secure technical infratructure and management information
FundWorks transaction solution connects investors and financial advisers with fund managers, fund supermarkets and wrap platforms through electronic dealing, settlement and information transfer functionality. As an electronic messaging and order routing exchange, the solution allows instant access to multiple providers from one secure account. The solution supports Straight Through Processing (STP) and can be accessed directly through the FundWorks for Advisers portal.
| Reduction of administration overheads for advisers |
| Compatible with all types of fund providers |
| On-demand, 24/7 access to client information |
| Electronic transactions, settlements and valuations |
| Secure document exchange and digital signatures |
| Secure hosting infrastructure |
| Auditable archives of all activity |
| Management information and reporting |
| Suitable for |
| Electronic transactions and valuations |
| Related products |
| FundX |
| Adviser distribution network |
| Services |
| Product implementation |
| Hosting and managed services |
| © FundWorks UK Limited 2008 | +44 (0)20 7763 6910 | info@fundworks.com | Contact details  |
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