Save time and money with process and transaction management for Other Business Users
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.
Data and documents captured at each step of the process, reducing operational risk and ensuring information is available when required.
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 are stored in related data room for easier coordination. You define user access and permissions to ensure access is granted to the right information required when needed.
Create a single event, transaction or process Pathway or one you can reuse repeatedly to avoid missing steps or duplicating effort needlessly
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 related data rooms, or on the progress on specific tasks assigned to your team.
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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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