Engineered by global technology business DB Results and its UK-based founders, Phundex is a cutting-edge investment lifecycle management platform that is set to rocket through fintech space at lightning speed after launching this month.
Based on years of experience, Phundex simplifies investment administration and transaction management by streamlining processes, to a centralised location, dramatically reducing time, complexity and costs through better connectivity and collaboration.
Phundex serves start-ups; fund managers; professional services; trust administrators; funds; family offices; innovation incubators; educational facilities and many other businesses.
Phundex is the platform that streamlines transactions, process and data management across the investment lifecycle.
Phundex has been designed by people with years of experience in the financial services industry across the globe. They know the needs and importantly the pain-points of investment management and the challenges of accelerating from ideation to solution.
Phundex supports users from origination, through administration for the entire investment cycle, 24/7.
Phundex creates pathways for coordinating transaction management and due diligence across all clients and stakeholders, with the ability to pull basic company information directly into your transaction and process data fields at any time during a transaction process to protect your business. Use Phundex template pathways or create bespoke ones for your organisation.
“End-to-end financial processes can be extremely labour intensive,” observes Phundex founder Heather-Anne Hubbell, a former lawyer and financial services leader with extensive experience transforming organizations globally. “Phundex offers stress free pathways eradicating the chaos and the clutter”.
Phundex technology partners also include The SaaSy People - providing award-winning fully managed, multi-channel outsourced customer support tailored for growing businesses; kompany - a global network providing real-time access to primary source Business KYC (KYB) data from over 200 jurisdictions covering 115 million companies, and SharesInside - a communication platform dedicated to best practices in corporate communication and customer relations.
“There is no other solution in the market that provides the end-to-end capability offered by Phundex. It manages processes and transactions as well as access to the data and documents required for a broad range of stakeholders, enabling streamlining and more efficient internal and external reporting,” says Andrew Dean, CEO at DB Results.
“Phundex is the platform that streamlines digital pathways for stakeholders across the investment lifecycle.”
Request a demo at Phundex.
Learn more about DB Results' mobile and web application projects here.