"‘With the ability to view and access your investments, seek professional advice and even
the ability to invest remotely with us!."
– Walter Kieth
Fundsview Global is a platform-as-a-service crystalized from mitigating and solving real world problem statements such as regulatory demands and compliance, onboarding journey for investors, disclosure and risk management for investment managers, family offices and advisors.
We develop modular solutions and integrated these into a unified platform that connect both investment managers, family offices, advisors, and investors—bridging our deep experience in finance, tech, and operations to streamline workflows, lifecycle insights and meaningful transparency to all parties.
A wide range of asset classes including equities, bonds, fixed income, ETFs, and private credit. Supports loans, private equity, and fund of funds.
In-depth insights to match the right products with each investor’s financial goals. Enhance portfolio strength and resilience.
Powerful data visualizations and insights designed for both investors and managers. Track trends and performance effectively.
Advisory on fund operation models, KYC/AML, and compliance scopes.
A plug-and-play model for seamless investor engagement.
Managed services for critical infrastructure, reduce inefficiencies and costs by being your key operational support and improved risk management
Web/native app development, system migration & integration.
We develop integrated platforms that connect fund managers, advisors, and investors—bridging our deep experience in finance, tech, and operations to streamline workflows and meet regulatory standards