Welcome to
FUNDPOINT
Data & Technology
expert
Who We Are
FundPoint is a data and technology company and an expert in data management, provision of investment data and software tools to the financial services industry.
We are a privately owned company based in Zurich, Switzerland. We are an entrepreneurial and dynamic company focused on delivering specialised top quality innovative investment solutions to our clients.
Products & Services
FundPoint products and services are designed for:
Asset, Portfolio & Investment Managers, Banks, Insurance companies, Life & Pension funds, Family Offices, Hedge Fund Managers, Investment Advisors, Institutional Investors, Custodians and Administrators.
Our Technology
FundPoint flexible technology stack allows us to:
design, develop and host your custom software application or a company website. To suggest further improvements and upgrades.
Founding values we
believe in
Quality
Expertise
Innovation
We provide outstanding data and technology products and unsurpassed customer service that, together, deliver premium value to our customers.
For us quality is a major element in fund data management and distribution.
We have more than 20 years of experience working with financial data and software.
Let us worry about data and technology so that you can concentrate on your business.
Our aim is to design and build products and services which are unique in the market place and can be beneficial to our clients.
After-all, the only way to be visible is to be different.
We love data and technology! We eat, live and breathe data and software.
Our aim is to reduce your data headache and give you more time to concentrate on your core business while giving you full control of your data and dissemination. We can help you:
Increase your data quality
Enhance your product presents in digital media
Control your data dissemination
Decrease your operational cost
Outsource the non-core activities
Enhance sales supporting capabilities
Develop new markets
Increase the competitiveness
Drive more revenue
Share the risk
Products & Services
Corporate Actions
The risks and costs associated with the collection, validation, governance and dissemination of Fund Corporate Actions information is higher than ever. An investment decision founded on late or on incorrect data can lead to a loss of reputational, legal and financial penalties.
FundPoint together with its partner offers a market-unique Corporate Actions Solution created specifically for fund distributors and intermediaries.
Data and Product Consulting
FundPoint Data and Product Consulting is a unique service which aims to provide you, our client, with the wealth of knowledge in data management, IT and product development area.
Are you looking to build your own IT solution but are unsure how to proceed?
FundPoint can help you evaluate and manage the project and introduce external highly trained and knowledgeable consultants in the field of data management, IT and project management (short or a long term basis).
Are you are considering changing your current, 3rd party fund research tool or a document production platform?
FundPoint can, on your behalf, look to re-negotiate the current contract (after confirming the current and future company requirements) or find the alternative service provider.
Custom Software and Maintenance
FundPoint custom software solution offers you the ability to use our expertise in custom software design and development for any type of solution you may have in mind.
Service includes:
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Data management & analysis
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Integration in the process of your own algorithms and formulas
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Information presentation & export
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Automated workflow integration
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Option not only to „rent“ but to “own“ (buy) the code we develop for you
Key Features
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Daily collection of Corporate Action Information directly from Transfer Agents and more than 100 Asset Managers.
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Analyses of each Corporate Action and
categorisation in one of 30 specific categories. -
Flexibility in format delivery (powerful and easy-to-use calendar view interface, API, SFTP), the frequency and the ability to define the product range.
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The solution is (cloud) hosted, enabling immediate delivery and use, flexibility of scale and the highest level of data security.
Consulting
Are you looking to conduct an M&A or to sign an agreement with a service provider?
Let FundPoint analyse the company from an operational standpoint before you make a decision. We will report our findings in writing and provide you with our recommendation.
Data Quality Assurance
Have you ever wondered how good is your data quality on publicly available websites?
Through FundPoint Data Quality Assurance service, we can show you exactly this.
Let us analyse and report to you which website show your funds, data points which are displayed, the quality of information present and, if required, help you get the funds added or removed from the website(s) or improve the quality of the data displayed.
Website Design and Hosting
FundPoint website solution includes design, production and hosting of your website in multiple languages.
Service includes:
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Improvement of existing or design of a new bespoke website solution.
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Website hosting (on multiple secured servers)
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Ability to present your website in multiple languages
USING
FUNDPOINT
