Fundrella launches onboarding wizard

Fundrella is streamlining its onboarding process for asset managers with the launch of on onboarding wizard – a development that allows asset managers to easily add, edit and publish funds on the platform.

Fundrella’s core philosophy is digitising old and manual processes at the intersection between asset managers and professional investors. A common headache in the asset management industry has been the delivery and maintenance of data to multiple platforms and data vendors.

The launch of an onboarding wizard enables asset managers to easily add fund data individually and in bulk and automates the retrieval and upload of EET files (the European ESG Template).

Some of Fundrella’s asset manager clients have already had a sneak peak of the wizard. Niels Wille, sales manager at Columbia Threadneedle Investments, covering the Nordic and Benelux regions, said: “Fundrella is a user-friendly platform providing professional investors a clear overview per investment category. The usability is enhanced and being able to add and edit information across multiple fields, including uploading additional share classes, is a welcome addition.”

Fundrella, founded in 2019 in collaboration with four Nordic insurance companies, aims to offer an ESG fund selection and analytics platform where asset managers can easily publish their funds, exposing them to professional investors in the Nordics and the Netherlands, representing some EUR 630 billion in investable assets.