Fundrella’s core philosophy is digitising old and manual processes at the intersection between asset managers and professional investors. A common headache in the asset management industry has been the delivery and maintenance of data to multiple platforms and data vendors.
The launch of an onboarding wizard enables asset managers to easily add fund data individually and in bulk and automates the retrieval and upload of EET files (the European ESG Template). Some of Fundrella’s asset manager clients have already had a sneak peak of the wizard. Niels Wille, sales manager at Columbia Threadneedle Investments, covering the Nordic and Benelux regions, said: “Fundrella is a user-friendly platform providing professional investors a clear overview per investment category. The usability is enhanced and being able to add and edit information across multiple fields, including uploading additional share classes, is a welcome addition.” Fundrella, foundedThe full article is only available to members
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