Revolutionizing Fund Distribution Oversight

Gain full transparency, reduce complexity, and ensure compliance across all markets.

Key Features

Consolidated Distribution Dashboard

Cross-Border Compliance Tracking

Customized Real-Time Reporting

Data Security and Independence

Solutions

Achieve Seamless Oversight and Governance for Your Fund Distributors across All Markets

FUND GUARDIAN

addresses the critical challenges that fund managers face in managing cross-border distribution activities. With rising regulatory demands, complex reporting, and the need for transparency, our software provides a consolidated solution that streamlines data from multiple sources into one actionable platform. Gain oversight on compliance, distributor performance, and legal requirements all in one place.

FUND GUARDIAN helps you address the following pain points:

Rising regulatory pressure for oversight
Complexities in cross-border fund distribution
Soaring costs of additional staff (FTEs) to manage compliance
Fragmented reporting from multiple transfer agents and platforms

Features

01.

Comprehensive Distribution Dashboard

Consolidate distribution activities into a customizable dashboard integrating multiple data sources, offering an overview of countries, platforms, and distributors, ensuring compliance, legal, and operational teams access the necessary information.

02.

Real-Time Compliance Tracking

Keep your distribution activities aligned with regulatory requirements across multiple jurisdictions and regions. Receive timely alerts and updates on emerging regulatory changes, ensuring comprehensive due diligence across all non-EU distributors.

03.

Customizable Reporting & Analytics

Harmonize raw data from different Transfer Agents (TAs) and platforms into actionable insights. FUND GUARDIAN allows you to generate bespoke reports for quarterly board meetings, regulatory reviews, and audit trails—customized by department and use case.

04.

Cross-Departmental Utility

Enable compliance, legal, client relationship management, and risk departments to extract relevant insights for their operations. Each department can customize how they view, filter, and interact with the data, ensuring more efficient decision-making and tailored user experiences.

05.

Audit Trail & Governance

Maintain a transparent audit trail for all fund distributions, with comprehensive documentation on compliance status, legal agreements, and due diligence outcomes, ensuring every step is tracked. Ensure accountability through built-in checks and balances across the entire process.

06.

Data Security & GDPR Compliance

With an on-premise solution, your data remains within your Management Company’s control, ensuring compliance with GDPR and other international data privacy laws. All data is securely encrypted and synchronized in real-time.

Why Choose

FUND GUARDIAN

Designed for Management Companies by Top-Notch Experts in Fund Management

Cost-Efficient & Quick Implementation

Achieve cost savings through automation and reduce the number of required FTEs to manage distribution oversight. With a quick time-to-market, you can be fully operational within 8 weeks.

Customizable & Scalable

Tailor the dashboard and reporting formats to your specific needs, with real-time data input from multiple sources and seamless integration into your existing workflows.

Regulatory Compliance

FUND GUARDIAN ensures that your distribution activities comply with local and international regulations, reducing the risk of sanctions and fines.

Resources

Get the Insights You Need to Master Fund Distribution Oversight

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About Us

Smart Solutions for Effortless 360° Fund Distribution Oversight

At FUND GUARDIAN, we deliver a cutting-edge platform that simplifies distribution oversight for fund management companies. Our solution boosts operational efficiency, ensures full compliance, and provides real-time insights across global markets — all in one place. Backed by a senior team of leading industry experts with extensive experience in governance, finance, academia, AI, and IT infrastructure, we bring a wealth of knowledge and innovation to every client. Our leadership team combines nearly 10 decades of expertise in managing regulatory complexities and technological advancements, ensuring that FUND GUARDIAN not only meets your current needs but prepares you for future challenges. With us, you are partnering with top-notch experts dedicated to streamlining your processes, reducing costs, and keeping you ahead of the curve.

Dr. Angelina Pramova

Distribution Oversight and Governance Expert

Denis de Montigny PhD

Research & Innovation

Guillem Liarte

Guillem Liarte

Enterprise & IT Architect

Dario Kos-Tusek

Dario Kos-Tusek PhD

Fund Management Company Software Expert

Academic Panel

Prof. Phillip Treleaven

Professor & Director of UK Financial Computing Centre at University College London

Rem Sadykhov

PhD Financial Computing
 Analyst – Hypothesis Research Creator and Developer of DigiFi

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Get in Touch to Discover How FUND GUARDIAN Can Transform Your Operations

Contact Us

Fund Guardian SARLs.

68 rue de l’Etang
L-3465, Dudelange
Luxembourg

Fund Guardian Solutions Ltd.

71-75 Shelton Street
Covent Garden,
London, WC2H 9JQ
United Kingdom