Fundipedia

Core data management services for asset managers to manage all of their product data, including: Static data, Dynamic data, Collection, dissemination and reconciliation, Regulatory reporting

TEAM NAMES, ROLES AND COMPANY CONTACT

Simon Swords, Managing Director, [email protected] | Tim Janes, Head of Sales, [email protected] | Craig Driscoll, Director of Product, [email protected] | Sheree Tibbs, Director of Service Delivery, [email protected]

Elevator Pitch

We provide innovative technology that enables financial institutions to collect, disseminate and reconcile any type of data—providing you with end-to-end control, insights that drive smart business decisions and the confidence to meet regulatory requirements.

With over 16 years of experience, Fundipedia has become a trusted partner in data management for some of Europe’s leading asset managers, including HSBC, LGIM, Liontrust, and M&G. Our platform’s configurability and our team’s expertise in automation of the end-to-end cycle of product data set us apart. During implementation, we tailor the data model, validation rules, access controls, workflows, and other features to meet the unique needs and processes of each client. This ensures they derive immediate and ongoing value from Fundipedia.

Our commitment to client success extends beyond implementation. We maintain close relationships through regular check-ins and feedback programs, allowing us to continually refine our product. Quarterly releases address new industry challenges and regulatory changes, ensuring our clients are always equipped to meet the demands of the ever-evolving financial landscape.

Problem Solved

Fundipedia addresses a multifaceted set of problems in the financial technology sector that are impeding organizations’ capacity to adapt, innovate, and mitigate risks effectively. These problems include:

  • Data Overload: Asset managers are constantly bombarded with new data points and reporting practices that need to be integrated and managed.
  • Operational Silos: Data and systems are often isolated in silos within organizations, hindering seamless data flow and strategic insights.
  • Regulatory Compliance: An ever-evolving regulatory landscape demands flexible technology that can adapt quickly to new requirements.
  • Legacy Systems: Outdated technology infrastructures are costly to maintain, lack flexibility, and require development to be done in-house, which is not always feasible or efficient.
  • Budget Constraints: Financial pressures force firms to do more with less, leading to challenges in allocating funds for necessary technological updates.
  • Talent Scarcity: The “Great Resignation” and internal resource limitations mean that companies often don’t have the required personnel to manage complex data landscapes.
  • Complexity: The inherent complexity of financial systems and data management adds to the challenge, increasing the risk of errors and inefficiencies.

The traditional approach of relying on single-vendor, monolithic systems is becoming obsolete. Instead, there is a critical need to build flexible and agile data ecosystems. Current data management capabilities are often inadequate, failing to keep up with the rapid pace of business requirements.

Organisations struggle with managing and harnessing their data due to outdated and siloed technology, which makes data governance, curation, and access both difficult and inefficient. Furthermore, downsizing of operations teams, who are also tasked with data management, compounds these challenges.

Our solutions are designed to tackle these issues head-on, enabling businesses in the financial technology sector to overcome these obstacles and thrive in a digital-first environment.

Solution / Technology

Fundipedia offers a suite of innovative solutions designed to streamline data management and compliance processes for asset managers.

Our three core products – Fundi Data Management, Fundi Compliance, and Fundi Workflow – work in tandem to provide end-to-end control of all fund data from any source, positioning our platform as the centerpiece of your data ecosystem.

Fundi Data Management is your core data platform that streamlines the collection, storage, distribution, and verification of both static and dynamic product data.

Key features include:

  • Flexible Data Schema
  • Set-it-and-forget-it Validation
  • Comprehensive Data
  • Dissemination Multilingual and Multi-format Support
  • Automated Data Collection

Fundi Compliance enables you to have confidence in your data by checking its accuracy, flagging any discrepancies and providing a streamlined workflow for resolving breaks.

Key features include:

  • Comprehensive vendor support
  • Set and forget reconciliation
  • Side by side view of the market
  • Web & PDF document reconciliation support
  • Acts as first responder

Fundi Workflow eliminates bottlenecks and speeds up your time to completion on any product development process.

Key features include:

  • Any product development process
  • Customisable workflows
  • Delay Notifications
  • Audit Trail

Our system is fully data agnostic, meaning it can incorporate any product data from any source and distribute it anywhere.

The flexibility of our platform is evident in its modular delivery, allowing for phased roll-outs or targeted solutions for specific pain points. It seamlessly integrates with existing ecosystems, or can replace them if necessary.

Market Size

We are proud to work with boutique firms overseeing £20 billion AUM alongside the biggest names with over of £1 trillion AUM.

Website

www.fundipedia.com

White Paper

The AI Revolution In Financial Services

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