Customisable, multi-stage, auditable workflows for every step of your product lifecycle

Fundi workflow

Eliminate bottlenecks and speed up your time to completion on any product development process.

Accommodates any product development process including fund launches, share class approvals, fund mergers, fund liquidations and fund changes.

Any Product
Development Process

Accommodates any product development process including fund launches, share class approvals, fund mergers, fund liquidations and fund changes.


Customisable workflows automate your end to end launch process by controlling the collaborative collection of data, data approval and task assignment.

Easy To Use

Simplifies the steps for a launch, helping your team members across all departments understand and accurately complete their tasks and data entries on time.

Delay Notifications

Actions not completed on time automatically escalated to ensure any delays are promptly identified and dealt with.

Audit Trail

Full archive and audit capabilities ensure regulatory record keeping obligations are always met.

Fully Integrated

Seamlessly integrates with any third-party system including the full suite of Fundipedia solutions.

Fundi Workflow

What you can do with it

  • A global unified view of your launches
    One global source of truth and control for management, execution and reporting across all product development flows
  • Collaborative data collection and verification
    Customisable multi-stage workflows ensure data changes are approved, and an audit trail of change is automatically captured. Inaccurate data is returned to authors for review without restarting the entire workflow.
  • Acts as first responder
    Intelligent automation and workflow ensure launches take less time and use fewer resources.  Acts as first responder – notifying your team when they need to act and escalating to senior team members if required.
  • Intelligent autocomplete
    Avoid repetitive human data entry with preconfigured data mappings that pre-populate data based on the type of product being launched, where it is domiciled and any other parameters that dictate a value.
  • Set and forget distribution
    Downstream recipients automatically receive the newly launched data in their preferred format to enhance data update timeliness and correctness across the market e.g. Morningstar, Refinitive and many more.
  • Management Information
    Built-in reporting across product development can be readily generated on demand and offer granular insights into specific projects and the broader pipeline.

About us

Who we are

Fundipedia is backed by a team of technology experts, asset management industry veterans, and entrepreneurial builders. We’ve been helping the likes of Barclays, Prudential, and M&G take control of their data since 2007.

About us

Fundi Workflow

Flexible, scalable implementation model

From initial demonstration to user-ready, our Implementation team can have Fundi Workflow up and running in less than 12 weeks.

  • Delivered in an agile manner, ensuring the solution delivers value early and often using an incremental delivery model.
  • Client owned and managed but delivered Software as a Service (SaaS) so you get the best of both worlds – all the benefits of the solution and none of the technical burden.
  • Scalable, flexible infrastructure designed to easily extend the platform with additional Fundipedia products and meet your growing data needs