November 2021: Fundipedia and Opus Nebula have integrated their cloud-based SaaS solutions to provide a turnkey solution for fund data management and fund reporting for investment houses, wealth managers and asset servicers.
The initial integration was undertaken to provide an automated end-to-end solution for a UK based independent investment management house dedicated to providing a high-quality and efficient service for private clients, charities and institutions. The investment house was struggling with a lack of a formal data structure, data controls and data accuracy, with an over-reliance on spreadsheets. In addition, the resulting fund reports, fund factsheets, KIIDs and other Regulatory required reports were labour intensive and slow to produce, update and distribute.
The successful delivery of the integrated offering provides a complete fund data management solution seamlessly integrated to a world-class fund reporting solution. Thus, approved product data changes automatically create an updated fund report that is immediately available for distribution to investors, platforms and other third parties as required.
Simon Swords, Managing Director at Fundipedia, commented: “By integrating two world-class, SaaS solutions we have created a market-leading fund data and fund reporting solution for the asset management industry. The solutions are excellent as individual stand-alone systems, but as a combined and integrated solution the offering is compelling.”
Andrew Sherlock, CEO at Opus Nebula notes, “The integrated offering was actually relatively simple to deliver, both solutions are SaaS and cloud-based. This is definitely a case of the result being greater than the sum of the two parts. Legacy firms will struggle to compete with this integrated offering in terms of functionality, flexibility, workflow, automation and of course, cost. As well as producing accurate and complete reports on a regular basis, the triggering of reports from a data change is a key feature of this solution – a great example of this is the automatic production of a revised KIID or KID based on a data update or value change.”
About Opus Nebula
Opus Nebula was founded in 2014 to deliver the latest generation of reporting solutions to the global investment management industry. Opus Nebula has a single product, Reporting as a Service.
Reporting as a Service provides investment firms, wealth managers and asset servicers with a world-class reporting solution without having the costly overhead of managing, maintaining and developing the reporting system themselves.
Reporting as a Service is hosted in the Microsoft Azure cloud for security, resilience and scalability. The “as a service” delivery model significantly shortens the elapsed time to go-live as well as reducing the on-going costs and risks.
The inherent flexibility and power of Reporting as a Service effortlessly produces and distributes best-in-class reports at scale.
For more information about Opus Nebula, please visit www.opus-nebula.com
Founded in 2007, Fundipedia provides software and consultancy to the asset management industry.
Used by the largest asset managers in the world, the Fundipedia platform delivers innovative technology that enables financial institutions to collect, disseminate and reconcile all of their product data—providing end-to-end control and insights that drive smart business decisions. This gives our clients the confidence to meet regulatory demands with ease.
The Fundipedia team includes technology experts, asset management industry veterans, and entrepreneurial builders, connected by a common goal; to build technology solutions and provide consulting services that help clients make the most of their data.
For more information about Fundipedia, please visit www.fundipedia.com
Enquiries regarding this announcement should be addressed to:
Andrew Sherlock, CEO, Opus Nebula, +44 (0)20 3239 7208, firstname.lastname@example.org
Simon Swords, Managing Director, Fundipedia +44 (0) 845 867 2845 email@example.com