Save time and money with automated processes for Trusts, Funds, Management & Administration
Coordinating transaction management and due diligence across all of your clients and stakeholders.
Coordinating transaction management and due diligence across all of your clients and stakeholders.
Real-time collaboration across all stakeholders in a central hub eliminates missed or crossed emails and provides a central tracking area to monitor progress.
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. Templates and documents can be stored the relevant Pathway data room for easier coordination. You define user access and permissions to ensure access is granted to the right information required when needed.
Our Suite of Transaction and Process Pathway Templates, offering a selection of transaction types or processes to get started with. Once you have a transaction process customised just the way you want it, save it as one of My Templates and the you can repeat the transaction without missing any Tasks along the way.
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 three most recent Pathways, or on the progress on specific tasks assigned to your team.
See the status of Transactions with Clients, regulatory approvals or updates, or internal process reviews in a central place.
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Copyright Phundex 2024
PHUNDEX UK LIMITED
Registered Office :
128 City Road, London, UK, EC1V 2NX
Trading Office :
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
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