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Advanced wealth management and distribution hsolutions for modern financial institutions
Designed for complex financial ecosystems that demand enterprise-grade solutions
A boon for corporates is FundCore's ability to seek multi-level limit-based approval in line with Board Resolutions thereby ensuring Audit and Compliance.
Enterprise-grade solution with audit trails, access control, and comprehensive hybrid asset reporting.
Unified visibility across mutual funds, FD, Bonds, CP, NCD, Equity, PMS/AIF including demat holdings for comprehensive portfolio management.
Streamline operations, assisted transactions, recommendations & baskets and payout. Advanced AUM, Brokerage reconciliations with automation and tracking.
Advanced end-to-end encryption using AES-256 standards with multi-layered security protocols. Data is encrypted both at rest and in transit, ensuring complete protection of sensitive financial information across all touchpoints and communication channels.
FundCore maintains comprehensive audit trails, capturing all user actions and system events to ensure full transparency and accountability
FundCore enables detailed Role-Based Access Control (RBAC), paired with workflow approvals and maker-checker flows to ensure actions are properly reviewed and authorized.
FundCore includes built-in compliance features that enforce data retention and audit policies, helping firms stay aligned with regulatory standards.
FundCore helps clients reduce their dependency on fragmented tools and Excel macros by providing a unified platform. It offers a comprehensive 360° view of client holdings across asset classes, minimizes errors in trail brokerage and campaign reconciliation, and enables branded, mobile-friendly investor access—all without the need for code changes
