Take control of complexity — and scale smarter

FundStudio overlays mature, cloud-native workflows onto your existing stack so you can launch new strategies, retire brittle spreadsheets, and satisfy institutional allocators without ripping out legacy tech.

WHY IT MATTERS

Complexity Is a by‑product of growth

What powered early wins can buckle under new desks, asset classes, and allocator scrutiny. FundStudio turns that complexity into a competitive edge.

Legacy systems are holding you back

Disconnected platforms and outdated workflows create inefficiencies, duplication, and risk. FundStudio unifies operations in one streamlined, modern ecosystem.

  • Front-to-back consolidation unifies PMS, order capture, general ledger, and report writer in one secure cloud stack.
  • Single golden data source feeds finance, compliance, and investor portals—no copy/paste.
  • Unified dashboards surface T+1 P&L, cash, and liquidity together.

Manual processes can’t keep up

Scaling teams can’t rely on spreadsheets and patchwork tools. FundStudio automates reconciliations, reporting, and workflows — reducing delays and errors.

  • Multi-prime, multi-custodian reconciliation auto-matches 90% of breaks on T+1, covering cash, positions, and tax-lots.
  • Real‑time exception flagging with SLA for ops teams.
  • Dealer‑pricing automation & spreadsheet bridge remove last‑minute pivots.

Investor expectations are rising

Sophisticated allocators expect real-time transparency and institutional-grade reporting. FundStudio delivers consistent, audit-ready output with ease and confidence.

  • Live performance and P&L portals give real-time insights across funds, providing teams clear visibility into exposures.
  • Institutional allocator templates for fast, consistent, reliable reporting.
  • Role‑based access & data‑integrity controls
Built to Keep You Ahead

The power to scale, diversify, and stay in control

Managing multiple strategies, expanding teams, and responding to investor demands — it all adds up. FundStudio is built for firms ready to scale without adding operational drag.

🔗 Scalable Infrastructure

Grow without breaking your ops

Multi-entity, multi-strategy engine with tax-lot detail and plug-and-play asset modules—ideal for adding mortgages, bank debt, or private credit slices beside existing books.

  • Multi-entity, multi-strategy engine with tax-lot support
  • Plug-and-play modules
📊 Institutional-Grade Reporting

Raise the bar for investor experience

Drag-and-drop report writer with roll-forward and Top-N pivots; live NAV snapshots and exposure drill-downs feed investor portals automatically.

  • Drag-and-drop report writer & pivot engine
  • NAV snapshots and exposure drilldowns
🔐 Governance-Ready Controls

Stay compliant, no matter how fast you grow

Allocation + compliance rule-engine (concentration, leverage, liquidity) with immutable action logs and four-eye approval chains.

  • Allocation and compliance rule-engine
  • Immutable action logs & approval chains
READY TO SCALE SMARTER?

Take your operations to the next level — with precision and control

Optimise complexity, retire spreadsheet risk, and launch new strategies without downtime.