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.

Perfect for: Trusts, Funds, Fund Managers, Adminstrators, Fund Chief Operating Officers

Standardised and streamlined processes

Clear processes with specific task and document requirements defined make it easy for users to follow and reduces bottlenecks.

Faster administration and status reporting

Data and documents captured at each step of the process, reducing operational risk and ensuring data and documents are available when required.

Improved Coordination across stakeholders

Real-time collaboration across all stakeholders in central hub eliminates missed or crossed emails and provides a central tracking area to monitor progress.

Key Features for Trusts, Funds, Management & Administration

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. 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.


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 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. 

Get to Know Phundex

Get Started Today

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