Knowledge Hub
Here you will find e-books, user guides, topic specific and general articles and more detailed Phundex Resources.
Boost Efficiency: Take Productivity Power Quiz!
Discover how to streamline your business and increase productivity. Answer 5 questions and we’ll send you a personalised report.
New Business Risk Assessment Process Pathway Template
Unleashing the Power of Business Risk Assessment in Regulated Financial Services
The Essential Role of Governance and Control in Business Success
Streamlining with Phundex
It’s time to level up your process with a winning strategy
Key Considerations for Effective Family Office Management
How Family Offices are Driving Impact Through Their Investing Strategies
Decoding the Vital Role of Fund and Trust Administrators
We’ve taken Phundex to the next level with powerful upgrades
AI technologies have the power to transform our world
Taking Charge of Your Notifications and much more!
Steps to ensure your innovation pipeline is optimized for success
In this e-book, we focus on the Fundamental Elements of Enterprise Risk Management
How businesses of any size can build a culture of innovation and use as source of growth.
Setting up an innovation management system is a pivotal step for any organization aiming to stay competitive and relevant.
Phundex Consolidated Release Notes- we’ve pulled together all our release notes to give you a single place to view functionality on Phundex,
In this e-book, we focus on the value created by successfully managing Internal audit reviews
OneDPA – making Data Protection Agreements simpler
The Essence of Data Protection Agreements
Want to know more? Sign up for a demo using the link on our website ….
In this e-book, we focus on the collaborative approach to successfully managing Internal audit reviews
Want to find out more about our New Client Onboarding Pathway contact our support team.
We created a new Phundex Pathway to give you a starting point to customize for your internal onboarding process.
The challenge of regulatory meetings. Planning leads to successful outcomes.
Phundex User Tips on how to reorganize the Pathways to match the processes better or to be more streamlined
We designed Phundex to work for any type of business. See our User Tips on how to use Phundex Platform.
Do you seem to spend hours dealing with NDAs? At Phundex, we’ve solved that problem.
Phundex Updates Pathway Templates November 2023 – our recent update includes updated and new Pathway Templates
Making your business better – Phundex delivers additional platform functionality.
Ensuring good relationships with the various regulators supervising your business is critical.
Following these strategies can help overcome reluctance to digital innovation and foster a more receptive and forward-thinking culture within your organization.
We address digital innovation in two parts. The first part discusses how to embrace it, you can find some steps here.
Want to know more? Sign up for a demo using the link on our website ….
Phundex provides a central hub to manage the process and gather and share documents, making it a more streamlined process for all parties.
Managing Operational Risk-see our E-Book on Operational Risk and how to manage it.
How users can use Phundex to streamline and improve efficiency.
Buying a business can be complicated. We discuss some necessary steps and talk about how Phundex streamlines that process.
How To Keep Your Small Business Growing Despite Economic Volatility
In the lead-up to International Women’s Day, I’ve been thinking about how things have changed since I started my working life.
Have you tried them out? Or do you think it’s a fad?
Thoughts on transformation by ChatGPT and a list on how Phundex can help.
Maybe it’s time you thought about digitising your processes to ensure the initial client experience is good, not time-consuming
Phundex is by far the easiest way for fund administrators and their advisors to manage the various transactions and processes required to set up and administer new funds.
We set out in detail the additional functionality newly released on the Phundex Platform
IoD policy paper on a voluntary code of conduct for Directors
Adopting innovative technology – Digital ID Systems- Consultation Outcome
IoD Public Inquiry-Governance and Innovation report of findings-update
“Mind the gap” – lack of digital skills on boards is hurting organisations.
You’ve got an idea for a new start-up, or are already working on it, but there are so many different things to think about and keep track of. Phundex is here to help.
Starting off in business for the first time but feeling like your lack of experience is holding you back? Here are some helpful tips on how start off strong, presented below by Phundex.
Phundex Updates Pathway Templates October 2022 – our recent update includes updated and new Pathway Templates
Phundex is pleased to announce a significant release in line with the product roadmap of regular enhancements planned for 2022.
Adopting innovative technology – Jersey Outsourcing Policy considerations
Adopting innovative technology – Digital ID Systems
Phundex take on RegTech – a look at the recent RegTech Associates Report on RegTech in Jersey: closing the gap between ambition and reality
Managing Regulatory Relationships – Regulatory Meetings. Using a standardised approach to regulatory meetings ensures success outcomes
Focusing The Internal Audit Function on Value Creation.
Every successful audit is based on sound planning and an atmosphere of constructive involvement and communication between the client and the audit team.
A regulatory liaison or regulatory affairs role has developed in many organisations. Having a structured process for Regulatory Relations makes it much easier an effective regulatory relationship.
Managing Operational Risk-see our e-book on operational risk and how to manage it.
Phundex latest client introduction.
At Phundex, we know that having a structured process for preparing for Regulatory Meetings makes it much easier to ensure you have all of the information required.
Phundex can help improve overall governance efficiently and effectively.
Part 2 of our three-part governance series focuses on what Directors need to be thinking about two years into the pandemic.
This is the first in a three-part series of governance article. In this series we’ll discuss easily implemented steps to enhance governance and improve strategic decision making.
At Phundex, we know that strong finance processes are key to any organization success.
Wouldn’t it be great if you could manage your Month End process efficiently and easily?
Wouldn’t it be great if you could manage your Investment Committee Meeting and Preparation process easily?
Wouldn’t it be great if you could manage your risks and enterprise risk framework transparently and easily?
Enterprise Risk Management – see our e-book for a full explanation of enterprise risk management for business
Phundex Board Meeting Preparation Pathway Template information
Phundex Users and Use Cases- Family offices
We’ve made authorised signatory verification easier on the Phundex Platform
Phundex latest client introduction
A summary of the activities that Administrators are permitted to do on the Phundex platform
The Phundex Manual to having documents signed using the Ever-sign e-signature platform, or links to other e-signature options
Phundex User guide explains what Administrators, Managers and Team Members can do on Phundex
Helpful tips on the platform to make your experience easier- and we’ve included them all here in one place so they are easy to find. (November 2021)
The IoD aims to provide a simple route map that will enable any employer, whatever its size and industry and wherever they are on their ‘D&I journey’, to make real progress in diversity and inclusion.
Phundex Inclusivity and Diversity – how we approach it
Phundex is a digital platform to streamline transactions, data and documents centrally to improve efficiency and speed to market, reduce operational risk and enable real-time collaboration.
Here’s our guide to Phundex-speak (key terms you’ll find handy) as of May 2022
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