Fund reporting platform with Nordic pilot users set for launch as Europe calls

An upcoming platform aims to relieve client managers from the burden of answering ad hoc client requests by establishing a digital hub for fund companies to upload their monthly reports, market comments and fact sheets for clients to access for a fixed price. Even though some of the largest regional fund providers are closing or merging funds, the buisness case remains intact argues the CEO. Her ambition is to move beyond the Nordics within the first year.

"Fund companies are very aware of resources spent servicing professional investors, ranging from regular fund and strategy reporting to ad hoc client requests, and it seems like it is something most fund providers are struggling with," says CEO and Founder of Fundrella | Photo: Håkan Målbäck

When financial markets implode, for better or worse, clients become eager to know how their funds are performing. Consequently, many client associates experience a booming inflow of emails from customers, requesting the most recent monthly report, a fund manager’s commentary, or other fund documents.

Servicing clients manually through email takes time and resources. In order to create a leaner process, Wava Bodin, a former BlackRock Sales Associate, is developing a digital platform for fund reporting entitled Fundrella, which is set for launch in September.

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