Privately held with and headquartered in London and New York with clients globally, Fundipedia is an innovative data management platform that delivers leading edge technology enabling asset managers to collect, disseminate and reconcile any type of product and fund data.

Used by HSBC, LGIM, M&G, Barclays and many more, Fundipedia’s unique blend of industry expertise and powerful product mastering technology provides asset managers with end-to-end control of their static and dynamic data, including:

Data reconciliation across downstream vendors to ensure data published to and relied upon by investors is 100% accurate.

Automated collection, validation and reconciliation of dynamic data (NAVs, holdings, pricing etc.) from upstream fund administrators, with a First Responder feature to notify the individuals best placed to resolve data issues quickly and efficiently.

Powerful client managed data quality rules creating a powerful control framework that ensures overall accuracy of static and dynamic data.

Intelligent workflow automation to increase efficiency and reduce the time taken to launch funds and share classes by up to 39%.

With connections to over 50 fund administrators and support for more than 70 data vendors and platforms, Fundipedia can be delivered and create value for an asset manager in less than 12 weeks.

Banking

Enterprise Software

FinTech

Investment Management

Fundipedia

Simon Swords

Sophia Miles

Georgia Freeman

Edward Dunkley

Lianne H.

Tim Janes

Susan Mccartney

Sherree Tibbs

Craig Driscoll

The Customer Success Team at Fundipedia ensures that clients effectively utilize the data management platform to achieve their business goals. They provide onboarding, training, and ongoing support to help asset managers integrate and maximize the benefits of Fundipedia's technology, ensuring customer satisfaction and fostering long-term client relationships.

Customer Success Team

Software Development

Customer Success Team

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Software Development