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Fund Elements
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Fund Elements helps Investment Funds document their Operating Model using pre-built processes in a secure and easy to access App.Documenting a funds Operating Model and sharing it with everyone that needs to know will deliver many benefits.An Operating Model helps you to consistently deliver accurate and reliable results for the fund's investor. It is used to:► train your people► select your systems► outsource to service providersThe main requirements to run a fund's Investment Operations are known.The detail of the Operating Model is discussed all the time by the Operations Teams on conference calls, through e-mail and meetings.There are many Statutory and Regulatory provisions that require you to clearly document responsibilities.Documenting your Operations Model with a level of detail to make it meaningful for your teams requires significant effort. Without it, it is a real challenge to get everyone on the same page quickly, especially in a multi-fund operating environment.Fund Elements has pre-built standard process-flows based on the known end to end lifecycle requirements of an Investment Fund that are cross referenced to relevant rules that apply to Investment Funds.Fund Element's App provides functionality that allows you to share your Operating Model in a dedicated and secure workspace. It provides built-in collaborative functionality such as:► context-based chat – in-App discussion and issue resolution► change management – status manage business as usual and change projects► data tables - capture fund specific data such as service level agreements, operating matrix► external links - cross referenced your books and records to portals► reference data – all your fund's setup data in one location► reporting – analytics about all your fund's operations14 DAY FREE TRIAL ►Go to www.fundelements.io and click the 14 Day Free Trial and we will set up a demo to introduce Fund Elements pre-built processes and controls.