About Phundex
Phundex – re-imagining transactions, process and data management in a digital pathway for stakeholders across the investment lifecycle.
Phundex – re-imagining transactions, process and data management in a digital pathway for stakeholders across the investment lifecycle.
We’ve created a central collaboration platform where you can manage transactions and activities in real time with your whole team, whether they work in your organisation or are external stakeholders.
Phundex’s proprietary pathway approach ensures streamlined, more secure data flows between all of the parties, taking out inefficiencies of time and data quality, and reducing mistakes. This helps you to significantly reduce the cost of creating, managing and administering transactions and processes.
Phundex also helps you to manage key business risks in real time, aligning controls to processes, creating an efficient way to manage and monitor your key risk controls.
Current processes to assemble and manage complex financial transactions are inefficient and costly, giving rise to considerable inherent operational risks. Ensuring data integrity, effective communication, and getting the mundane tasks of administration and reporting right amongst internal and external stakeholders are all common pain points:
Lack of streamlined processes and coordination lead to increased operational risk.
Data and documents are not stored in a central location accessible by all shareholders.
Highly manual processes using multiple tools are inefficient and slow down the route to market.
Coordination across the multiple stakeholders required to develop and administer investments is time-consuming.
Controls to manage key risks not directly aligned to processes; detailed procedures manuals not aligned to key controls and daily processes, leading to manual work to document controls against procedures.
Our Vision is to reduce the time and cost as well as the operational risks within the end-to-end investment process, through digital pathways that enhance collaboration.
Our Mission is to create an integrated ecosystem, in collaboration with the industry, for digital origination and administration across the ecosystem.
Phundex streamlines and simplifies transactions and processes in a central platform to improve efficiency, reduce operational risk and enable real-time collaboration across all stakeholders.
Customers’ use fully customisable transaction pathways to structure their transaction and process management and administration. These pathways are linked to a single source of data and documents which are captured as required for customer processes and controls, simplifying data gathering and analysis for reporting.
User permissions ensure each stakeholder has access to only the information they need, when they need it, leading to improved due diligence and information governan
Registered & Trading Office :
43, Le Vier Mont
St Helier, Jersey JE2 4NG
Phone: +44 2045710374
Email: hello@phundex.com
Office Hours:
Monday-Friday 9:00-17:00
Registered Office :
Kemp House,
160 City Road,
London, UK, EC1V 2NX
Trading Office :
Fairfield,
68 Summers Road,
Godalming, Surrey UK GU7 3BE
Phundex Limited is registered in Jersey, Channel Islands, No 131447, Registered with the Information Commissioner’s Office in the UK in compliance with the Data Protection (Charges and Information) Regulations 2018 under registration ZA839762 and in Jersey in compliance with Regulation 4(1) of the Data Protection (Registration and Charges) (Jersey) Regulations 2018 under registration 68186
Phundex UK Ltd is registered in England & Wales No. 12207772, Registered with the Information Commissioner’s Office in the UK in compliance with the Data Protection (Charges and Information) Regulations 2018 under registration ZB285669
Peter and his team are dedicated to providing Phundex and its management team with best in class Finance and Enterprise Risk Management support to enable it to execute on the company’s strategic plan.
Peter is an experienced finance executive and board advisor. Throughout his career, Peter has maintained an unwavering commitment to using his diverse abilities to enhance shareholder value. Peter has deep experience in relation to Board of Director reporting, business strategy, financial forecasting, performance analytics, financial reporting, income tax planning and compliance, enterprise risk management, acquisitions, financings and operational finance.
Prior to joining Phundex, Peter was the Chief Financial Officer of Tracker, an enterprise risk management software company. Prior to that, Peter was the Chief Financial Officer of Community First, a rapidly growing credit union. Prior to that, Peter held senior finance roles in Citigroup Inc.’s Canadian consumer finance and credit card businesses.
Peter holds Canadian Chartered Professional Accountant and Chartered Business Valuator designations.
Follow us on LinkedIn