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.
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.
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