A solution to the fund reporting problem

With past experience from client servicing and sales roles at Fidelity and BlackRock, Wava Bodin has spent a lot of time on client reporting. “I quickly realised that everyone is struggling with this and saw an opportunity to come up with a solution,” she says. 

She explains that while fund reporting is a very broad task, she has decided to focus on one specific link in the reporting chain and that is when fund companies need to get the right report to the right client. “Today, the reports are either sent manually by email or set up through CRM systems to streamline the process,” says Wava Bodin. “Many asset managers have also set up their own fund company-specific data portals where clients can log in to access reports.” To get away from individual emails and fund company specific portals, Wava Bodin wants to create a