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Phundex Resources

Here you can find Phundex User Guides, Pathway and Platform Updates and articles about how to use Phundex

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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Reorganizing Phundex Pathways

Phundex User Tips on how to reorganize the Pathways to match the processes better or to be more streamlined
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What can you do on the Phundex Platform?

We designed Phundex to work for any type of business. See our User Tips on how to use Phundex Platform.
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Managing NDA’s with Phundex

Do you seem to spend hours dealing with NDAs? At Phundex, we’ve solved that problem.
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Phundex Updates Pathway Templates – August 2023

Phundex Updates Pathway Templates August 2023 – our recent update includes updated and new Pathway Templates
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Phundex Latest Release Announced -August 2023

Making your business better – Phundex delivers additional platform functionality.
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Jersey Private Fund Set-Up – How Phundex can help

Want to know more? Sign up for a demo using the link on our website ….
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Phundex latest Client Brochure

How users can use Phundex to streamline and improve efficiency.
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Phundex Latest Release Notes – January 2023

We set out in detail the additional functionality newly released on the Phundex Platform
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Phundex in Innovation – Start-ups

You’ve got an idea for a new start-up, or are already working on it, but there are so many different things to think about and keep track of.  Phundex is here to help.
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PHUNDEX LIMITED

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Phone: +44 2045710374
Email: hello@phundex.com
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PHUNDEX UK LIMITED

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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

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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