FundNav
from Funds365
Fully digital reporting platform for fund managers and issuers to share NAV, portfolio and investment information with investors, covering investor onboarding, KYC/AML checks, shareholder registry and capital calls.
Category:
Client Onboarding Systems
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
FundNav
Category:
AML and KYC Solutions
Tools for anti-money laundering screening, know-your-customer processes, and sanctions checking to ensure compliance with financial crime prevention regulations.
FundNav
Category:
Investor Communications Systems
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
FundNav
Publicly available data, summarised using AI.
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