Welcome to the website of the swiss company FUNDPOINT

Looking for online Investment tools?

Need to build a custom software or a website?

Legal & marketing document production giving you a headache?

Would you like to register and distribute your fund in Switzerland?

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Data & Technology expert

Who we are

FundPoint is an expert in data management, provision of investment data and consulting to the financial services industry. We are a privately owned company based in Zurich, Switzerland. We are entrepreneurial and dynamic company focused on delivering top quality innovative investment solutions to our clients. Our services are designed to help: Asset, Portfolio & Investment managers, Banks, Insurance companies, Life & Pension funds, Family Offices, Hedge Fund Managers, Investment Advisors, Institutional Investors, Custodians and Administrators.

Founding values we believe in

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Quality

We provide outstanding data and technology products and unsurpassed customer service that, together, deliver premium value to our customers.

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Expertise

With more than 15 years of experience working with financial data and software we specialise in helping clients solve their most difficult strategic problems.

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Innovation

Learning, development and innovation are key components of our company. Together with our clients we work on new and inventive ways to help drive their business.

Who we are

We love data and technology! We live, eat and breathe financial data and software.

Our aim is to reduce your data headache. On your behalf, we can source, collate and verify the data required for your solution or help you improve and streamline your data procedures.

We collect the fund information directly from the source and map each file to our database eliminating any manual procedure. This way we can reduce the risk of errors, shorten timescales, and reduce your workload and cost.

We can even source the data from external data vendors by setting up a direct feeds. Let us worry about data and technology so that you can concentrate on your business.

From the information collected we can design, develop and host your company website, help you build you a custom software tool, a research centre, document production platform for your factsheets, monthly bulletins, KII or simply provide you with a data feed in order to power your internal database.

FundPoint can help you

  • Decrease the cost base
  • Outsource the non-core activities
  • Enhance sales supporting capabilities
  • Develop new markets
  • Optimise the marketing spend
  • Increase the competitiveness
  • Drive more revenue
  • Share the risk

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Products & Services

  • Project Management
  • Data collection
  • Data mapping
  • Data validation
  • Process implementation
  • Translations
  • Fund authorisation and distribution in Switzerland
  • Marketing and Legal Document Reporting
  • Design
  • Hosting
  • Maintenance

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