FundApps provides automated compliance monitoring services to financial institutions, including some of the world’s largest asset managers, hedge funds and investment banks. FundApps is used to monitor over $14 trillion in client assets every day.

FundApps tackles the three biggest issues many compliance teams face when determining their responsibility to disclose: keeping track of international regulation, interpreting it correctly and accurately aggregating exposure across portfolios.

Our services: Shareholding Disclosure (major shareholding / beneficial ownership, short selling, takeover panels), Position Limits (exchange-based limits, with data sourcing and netting & aggregation) and Sensitive Industries (pre-approval and post-notification limit monitoring, and hard-stop and issuer-specific limits). 

We deliver a managed service to our clients, pairing innovative technology with legal knowledge from our dedicated team of compliance experts. Our compliance experts stay up-to-date with over 400 rules in 100+ jurisdictions, providing rules and legal content that let our clients make disclosures faster and more accurately than ever before.

Yearly upgrades, server costs and maintenance fees for traditional software are all made redundant with our single yearly subscription fee and seamless, daily updates mean clients are always using the latest and greatest version of our service.

We've received multiple awards for our innovation, including being listed in the FinTech50 (50 most ground-breaking FinTech start-ups in Europe) two years in a row. We’re also a member of TechCity UK’s FutureFifty, an industry group containing 50 of the UK’s most disruptive and promising technology startups.

FundApps is always looking for talented people, so if you'd be interested in working for a bleeding-edge RegTech company then have a look at our open positions at:

http://www.fundapps.co/about-us/join-our-team

FundApps

Customer Success

Ensure client success by enhancing understanding and adoption of FundApps' products and services.

• Ensure clients get the most value from our products and services.
• Establish best practices for client success and foster strong relationships.
• Recognize clients with growth potential.
• Ensure client interactions are accurately recorded in our CRM.
• Gather and analyze data to assess client health and mitigate churn risks.
• Collaborate with Product and Regulatory Content teams to convey client needs.
• Develop expertise in our products and commit to ongoing learning.

FundApps Jobs in New York City

FundApps

Client Success Manager

FundApps