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General Articles

Here you will find some general articles we’ve written which you might find interesting.

You may also want to see our e-book section.

Onboarding New Wealth Management Clients using Phundex

Want to find out more about our New Client Onboarding Pathway contact our support team.
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Wealth Management Client Onboarding Process

We created a new Phundex Pathway to give you a starting point to customize for your internal onboarding process.
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Embracing Digital Innovation – Overcoming reluctance

Following these strategies can help overcome reluctance to digital innovation and foster a more receptive and forward-thinking culture within your organization.
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Embracing Digital Innovation – Step-by-Step

We address digital innovation in two parts. The first part discusses how to embrace it, you can find some steps here.
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Jersey Private Fund-Set Up

Phundex provides a central hub to manage the process and gather and share documents, making it a more streamlined process for all parties.
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Buying a business can be a complex process

Buying a business can be complicated. We discuss some necessary steps and talk about how Phundex streamlines that process.
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Steadying the Ship

How To Keep Your Small Business Growing Despite Economic Volatility
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How do you feel about four-day weeks?

Have you tried them out?  Or do you think it’s a fad?
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ChatGPT – does it really work?

Thoughts on transformation by ChatGPT and a list on how Phundex can help.
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The Case for Digitising Documents

Maybe it’s time you thought about digitising your processes to ensure the initial client experience is good, not time-consuming
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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

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