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About

About us

FundPoint is a Zurich-based data and technology company with a clear mission: to ensure your fund data is accurate, consistent, and delivered on time—every time—to your selected recipients worldwide.

We centralise, validate, and securely disseminate all critical fund data, including NAV, static, MiFID, PRIIPs, ESG, TPT, and commission data. Acting as a single, controlled data hub between administrators, internal teams, vendors, service providers, and distributors, FundPoint reduces operational risk, accelerates product onboarding, and safeguards distribution opportunities.

 

Through comprehensive internal and external validation checks, automated data delivery, and full transparency, we give asset managers the quality, control, and confidence required for successful fund distribution. Complemented by custom software development and ongoing maintenance, FundPoint is your trusted partner for fund data management and dissemination.

Who we are

Data & Technology expert

Communication and Service Service
Who We Are

FundPoint is an innovative data and technology company dedicated to transforming the financial industry landscape. Backed by over 25 years of expertise, we deliver specialised solutions that elevate data management, enhance product visibility, and streamline operations — empowering clients to accelerate growth and distribution.

Headquartered in Zurich, Switzerland, FundPoint is a privately owned company with an entrepreneurial spirit and a dynamic approach. We are committed to providing high-quality service that meets the evolving needs of asset managers and distributors in today’s competitive market.

Innovation, Development and Future Ideas
Products & Services

FundPoint products and services are tailored to meet the diverse fund distribution needs of:

  • Asset and Investment Managers

  • Distributors/Platforms

  • Banks

  • Insurance & Pension Providers

  • Family Offices & Investment Advisors

  • Institutional Investors

  • Custodians & Administrators

Ever Increasing Network
Our Technology

Based on the information gathered, FundPoint offers a comprehensive range of services, including:

  • Specialised data management and dissemination solutions

  • Design, development, and maintenance of custom software applications tailored to client needs

  • These services are designed to support the operational, regulatory, and marketing needs of financial institutions with precision and efficiency.

 Founding Values We Believe In

Data Quality
Quality

We provide outstanding data and technology products and unsurpassed customer service that, together, deliver premium value to our customers.

Expertise and Knowhow
Expertise

With over 25 years of experience in financial data and technology, we take care of data and technology, allowing our clients to focus on growing their business.

Innovation and Development
Innovation

Our aim is to design and build products and services which are unique and can be beneficial to our clients.

Your Benefits of Working with Us

Pre-population of On-Boarding Templates
Save time with pre‑filled templates, dual verification, and automated validation just review and confirm.
Increase Speed to Market & Quality of your Data
Accelerate speed to market while raising the bar on accuracy and consistency of your fund data.
FundPoint decades of global and pan-European fund data management and distribution know‑how.
Expert Knowledge and Knowhow
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Count on FundPoint as your first line support for vendor and distributor data queries.
Client Support
Gain dedicated resources that operate as part of your own operations staff.
Extra Resource
Centralise all fund data quality, control, and distribution in one reliable hub.
Golden Source
Our Values
How can we help
Data Quality Assurance
FundPoint Products and Services
Data Collection & Validation
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Data Dissemination
Data Dissemination Follow-Up & Reporting
FundPoint Products and Services
Smart Convert, Compare & Control
Document Dissemination
Document Dissemination Follow-Up & Reporting
Specialised Data-as-a-Service (DaaS)

Leverage FundPoint extensive experience in the global and pan-European data management landscape to seamlessly collect, validate, and disseminate your product data to a selected network of recipients (data vendors, media partners, distributors).

FundPoint  becomes your trusted data distribution partner, ensuring quality, speed, and control over your information flow.

Custom Software & Maintenance

FundPoint custom software solution offers you the ability to use our expertise in custom software design and development for any type of solution you may have in mind.

 

Service includes:​

  • Data management & analysis

  • Integration in the process of your own algorithms and formulas

  • Information presentation & export

  • Automated workflow integration

Data & Technology Consulting

A unique FundPoint service offering designed to provide clients with expert guidance and practical support across data management, IT infrastructure, and product development. We aim to ensure your technology and data service partners align seamlessly with your operational needs and strategic objectives—saving you time, reducing costs, and minimising risk.

With FundPoint, you gain support to:

  • Evaluate and manage projects, with access to skilled consultants for short- or long-term work.

  • Review and streamline data processes and workflows.

  • Identify and assess alternative tools and service providers to strengthen your ecosystem.

  • Develop strategic plans for future data needs, scalability, and growth.

  • Improve data quality through cleansing, normalisation, and targeted enhancements.

  • Optimise data usage for better efficiency and value extraction.

  • Ensure accurate, reliable, and timely data delivery.

  • Conduct independent reviews of data distribution and recipient practices.

  • Assess service-partner agreements and support renegotiations or transitions.

Data Quality Assurance

Gain unprecedented visibility into the quality and accuracy of your fund data across public channels (websites and portals).

FundPoint's comprehensive analysis and reporting help you identify and resolve data inconsistencies, ensuring your products are represented accurately at all times.

Leverage AI-driven tools to strengthen data consistency and compliance controls across your documentation.

Let FundPoint help you uncover and correct data issues before they are seen by investors or regulators.

Partners
Custom Partner Service - Finance-Doc
Custom Partner Service - Financial Arena
Custom Partner Service - Friends of Funds
FundPoint Products and Services
Products & Services
Specialised Data-as-a-Service (DaaS)
Data & Technology Consulting
Custom Software & Maintenance
Partners

Products & Services

GET IN TOUCH

Tel: +41 79 907 4441

 

Website:

 www.fundpoint.ch

Helenastrasse 3, 8008 Zürich, Switzerland

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