Trust and Corporate Service Providers (TCSPs) manage the lifecycle of companies, trusts, and funds, from incorporation and compliance to governance and administration.
Funds365 brings all these core functions together in one secure, modular fintech suite, giving TCSPs the tools to digitize operations, meet regulatory standards, and deliver transparent client service.
Why Funds365 is designed for TCSPs
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Digital compliance and KYC workflows that simplify AML obligations of onboarding investors
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Secure client communication and document sharing facility
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Real-time fund and entity management from capital calls to payments requests, manage treasury and forex
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Board meeting management tools with digital audit trails
How Each Module Benefits Trust and Corporate Service Providers
Secured
Intradomus™
- Upload and store all documents with your clients in one repository
- Client upload of their documents
- Sharing with other third parties
- Work flow of approval of documents
Secured
FundWire™ - Treasury & Payments Hub
A digital treasury module that simplifies multi-account fund flows. For TCSPs, FundWire allows:
- Log of payment requests Execution of payments, Forex
- Reconciliation of fund transactions with bank feeds
- Integration of KYC/AML verification on transactions
- Full audit trails for fiduciary oversight
- One dashboard for your clients
Secured
E-Meet™ - Digital Board & Governance Platform
Host, document, and certify board or trustee meetings online. For TCSPs, E-Meet supports:
- Secure virtual board meetings for companies or trustees
- Electronic resolutions and voting with timestamped logs
- Minutes storage with digital signatures
- Simplified board approval workflows
Secured
FundNav™ - Investor & Fund Administration
For TCSPs, FundNav enables you to:
- Administer corporate & SPVs under your management
- Maintain investor registers and automate capital calls
- Generate NAV reports and investor statements instantly
- Provide clients with transparent, real-time dashboards
- Data room
Secured
Stake Marketplace - Secondary Trading Platform
A secure module that supports peer-to-peer transfers of company stock, shares, notes or units. For TCSPs, this feature can:
- Enable controlled liquidity events for investor clients
- Facilitate private secondary markets under your oversight
- Support digital deal room environments
Funds365™ empowers TCSPs to transform their fiduciary, trust, and corporate administration into a fully digital, compliant, and auditable environment, reducing operational friction while enhancing transparency and client trust.
Funds365™: your all-in-one digital platform for trust, fund, and corporate governance.
