Let's talk FundSys

FundSys is our flagship data and content management platform that reflects our tenure and extensive history in the asset management domain. When it comes to data and content aggregation and fulfilling reporting requirements, FundSys is the number one solution.
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Data Management

FundSys is a premier data warehouse and management system. Since 1998, we've continually improved on this industry leading data solution.
See how it can help you

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Content Management

Industry specific tools and modules to help you reach your audience in an effective and timely manner.
Learn more about our CMS

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Charting

From simple Growth of 10k charts to complex eVestment scatter plots, we have your graphing and charting needs covered.
See some examples

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Fact Sheets

Whether you need to automate InDesign templates, or are looking for a more modern direct to PDF high resolution solution, we love to create beautiful and dynamic collateral, quickly.
See how we automate Fact Sheets

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Integration

Morningstar™, Lipper™, BNY, StateStreet, UMB, JP Morgan, US Bank, Marketo, SalesForce, Omniture... (the list goes on and on). Chances are, if you use them, we've integrated with them.
See a list of vendors and services we've integrated with FundSys

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Security

We treat secruity as our number one priority, period. We strive daily to keep your data and brand secure with industry leading hosting, monitoring and incident responsiveness.
See what our infrastructure looks like

Contact us

Let us know how we can help. We pride ourselves on our close partnerships and long standing relationships with our clients.

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