Streamline Investment Guideline Management with FundDesigner®

What Sets FundDesigner® Apart

Tackle complex investment restriction management with ease using FundDesigner®—a proven AI-powered solution designed for asset managers and servicers.

  •  AI-Powered Precision – Our cutting-edge AI/ML engine ensures investment restriction extraction is fast, accurate, and constantly improving.
  • Built for Complexity – Designed for asset managers handling 1,000s of investment rules across multiple regulations, fund types, and jurisdictions.
  • Seamless Integration – Connect effortlessly with leading OMS/IMS platforms to streamline operations without disrupting existing workflows.
  •  Proven in the Market – A solution trusted by top asset managers, with over a decade of success in the European market.
  • Scalable & Customizable – Whether managing a handful of funds or scaling to enterprise-level portfolios, FundDesigner® adapts to your needs.
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Unlock Efficiency, Compliance, & Control

Here are the key benefits of leveraging FundDesigner®

  • Maximize Accuracy & Reduce Risk – AI-powered automation eliminates manual errors, ensuring consistent and compliant investment restriction management.
  • Boost Efficiency & Team Productivity – Streamline workflows, reduce processing times, and empower junior staff to handle complex tasks confidently.
  • Enhance Transparency & Governance – Maintain a clear audit trail, centralize documentation, and strengthen regulatory adherence across your organization.
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How it Works

  1. Upload Fund Documentation – Automatically extract and record investment guideline documents.
  2. AI-Powered Investment Restriction Analysis – Detect, match, and manage investment rules from multiple sources.
  3. Automated Workflows – Customize task flows across teams, time zones, and systems.
  4. Go Live with Confidence – Milestone tracking ensures timely fund launches.
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FundDesigner® in Action

  • 13,000+ Portfolios Managed
  • 400,000+ Tasks Automated
  • $3 Trillion AUM Supported
  • Trusted by Leading Asset Managers & Servicers

Ready to Streamline Your Investment Guideline Management?

FundDesigner® is built to empower your team, reduce manual workload, and improve operational efficiency.

 

Schedule a demo with our team today

Hours: 8:00 am to 6:00 pm EST

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