Empowering you to deliver a seamless, end-to-end service by automating customer onboarding and transaction requests, driving efficiency, and unlocking greater value for your clients and your business.”
- Immediate service launch
- Complete and continuous compliance with local regulations and laws for funds
- Annual Subscription to Lower Upfront Costs and provide predictable costs without unexpected upgrade fees
- Comprehensive service that avoids any additional costs, including technology and operations management
Everyone Has Benefits
Fund Manager
- Increase in revenue from transaction commissions
- Save time spent searching for a counterparty to execute buying and selling orders
- Increase in return on marketing costs due to higher customer acceptance of subscribing as the fund becomes tradable on the platform
Investor
- Better ability to adapt to changes with the possibility of early exit from the fund.
- Price credibility and transparency in displaying its previous movements providing the customer with comfort, followed by satisfaction
- Opportunity for late entry into desired funds after they have closed
National Economy
- Trading of stagnant assets directly contributes to economic growth
- Transparency and credibility of asset prices increases the overall confidence in the economy
- Increasing the announced investment opportunities enhances the attractiveness of the local investment market
What is FundsSpot SaaS?
Our robust feature suite—including seamless communication channels, an intuitive client portal, and advanced trading functionalities—empowers fund managers with the tools to connect, onboard, and manage clients with unmatched efficiency and precision.
But FundsSpot SaaS is more than just an engagement platform. It seamlessly integrates subscription and redemption processes for open-end funds with buy and sell requests for closed-end funds, offering automated matching and streamlined settlement capabilities. This unified approach simplifies fund operations and enhances transparency and operational speed, delivering value to fund managers and their clients.”
Effortless Client onboarding
Seamlessly onboard clients through our integrated, user-friendly portal powered by Nafath integration for secure and legally validated registrations.
Efficient Request Handling
FundsSpot's streamlined, user-friendly interface allows clients to submit requests for various funds easily. It ensures seamless integration with asset management systems, enabling fund managers to process and respond to requests swiftly, accurately, and efficiently.
Dynamic Integrated Dashboard
Dive into a unified dashboard that delivers real-time analytics on investment portfolios, performance metrics, and market trends, equipping you for data-driven decisions.
Advanced Trade Matching Engine
FundsSpot’s Trade Matching Engine is designed to efficiently match buy and sell orders, for closed-end funds, with precision, ensuring fast and accurate execution of transactions. It accelerates transaction processing, enhances transparency, and reduces the risk of discrepancies, providing a smooth and reliable trading experience for fund managers and clients.
Seamless KYC Compliance
Ensure swift, accurate client verification while fully adhering to legal and industry benchmarks, minimizing risk, and enhancing operational efficiency.
Streamlined Cash Management
Give clients real-time, transparent insight into their cash positions and transaction histories, ensuring total financial clarity. FundsSpot also provides seamless, user-friendly features for initiating secure cash transfers, offering control and convenience in managing funds.
Multi-Channel Client Updates
Ensure clients stay informed with timely, consistent updates across multiple communication channels. From transaction notifications and account statements to critical portfolio updates, FundsSpot guarantees seamless, real-time connectivity, enhancing client engagement and trust.
Flawless Post-trade Stock and Cash Settlement
FundsSpot guarantees a timely and precise reconciliation of securities and cash transactions for the matched closed-ended fund orders, minimizing settlement risks and operational discrepancies. With real-time tracking and transparent reporting, fund managers and clients can confidently rely on a seamless, secure, error-free settlement experience.
Secure Client Access
Empower clients with intense, multi-layered authentication methods to ensure secure and reliable account access. FundsSpot provides flexible, user-friendly access, blending convenience with the highest data protection and cybersecurity standards.
Accurate Position Updates
Provide clients with comprehensive, real-time visibility into their portfolios, offering detailed insights on asset allocation, performance metrics, and market valuations. Equip investors with the clarity and data-driven tools they need to make informed and confident investment decisions.
Transparent Portfolio Overview
Offer clients comprehensive, real-time visibility into their portfolios with detailed insights on asset allocation, performance metrics, market valuations, and risk assessments. Empower investors with the clarity and data-driven tools to make informed, confident investment decisions.