Transactions across your investment lifecycle, simplified.
Our collaboration hub helps you streamline transactions and processes, reducing operational risk and increasing efficiency
Transaction & Process Management, re-imagined
Clear processes with specific task and document requirements defined make it easy for users to follow and reduces bottlenecks.
Standardised procedures are easily replicable and increase efficiency.
Data and documents captured at each step of the process, reducing operational risk and ensuring information is available when you need it.
Real-time collaboration across all stakeholders in a central hub eliminates missed or crossed emails and provides a central tracking area to monitor progress.
The most current document versions and data are instantly accessible, eliminating the chance of using the wrong documents
A single source of data and documents for all of your stakeholders. User permissions ensure each stakeholder has access to only the information they need, when they need it leading to improvedefficiency and due diligence at every step of the way.
User and document permissions, audit trails and version control is standard for all documents and data.
All leading to reduced costs and increased efficiency
Fully customisable pathways
Select from one of our Phundex Pathway Templates or build one of your own. You can add or remove tasks, attach document and data requirements, and assign tasks and due dates to team members. Data forms and documents are stored in related data rooms for easier coordination. You define user access and permissions to ensure access is granted to the right information required when needed.
User-specific, interactive dashboards
Each user sees their own status dashboards giving increased visibility and more meaningful status reporting. See at a glance your overall task completion status, including outstanding tasks and due dates as well information about your recent Pathways, or on the progress of specific tasks assigned to your team.
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Discover how Phundex can streamline your transactions and processes