Banking Solutions for Fund Administrators North America*

Solutions beyond boundaries - helping fund administrators succeed

FundBank is an industry-leading institutional banking provider, delivering banking solutions to the asset management industry.

As the needs of the funds industry are changing, so too are the requirements for banking relationships. At FundBank, we offer a robust suite of financial services that are supported by industry-leading technology.

The FundBank online Client Portal provides an enhanced user experience. We provide a best-in-class approach to banking for investment managers, their managed funds and fund administrators, allowing them more time to focus on what they do best.

Comprehensive banking solutions for fund administrators

FundBank online banking is designed to work with fund administrators allowing them access to all of their administered accounts with one login, detailed account access, dual control, and specific user entitlements, all controlled by the administrator’s online profile managers.

Fast and efficient onboarding and account management

We believe in providing our clients with a dedicated point of contact for both onboarding and account management. This ensures that our clients receive personalized service and can rely on a consistent and efficient banking experience. Our team works closely with clients from the beginning of a relationship to collate all required KYC documentation.

Technology beyond anticipation

FundBank uses a technology-focused, state of the art platform to streamline the onboarding process for new accounts, thereby reducing time and costs while increasing accuracy.

 

Why partner with FundBank?

We combine client-focused service with technology beyond anticipation

As a banking institution operating exclusively in the asset management space, FundBank has extensive solutions that meet the needs of its fund clients.

We have an unparalleled understanding of the funds industry, and we are pleased to call many of the largest global fund managers our clients.

Our risk systems and our banking technology are created based on the feedback received from managers and administrators and are a testament to our understanding of their business and fund structures.

FundBank provides the solutions of a top-tier financial institution, with client assets segregated from the assets of FundBank, minimizing our client’s counterparty exposure.

In a world where security is paramount, FundBank is able to mitigate risk by using comprehensive systems and controls, developed to exceed industry best practices. Our approach to client acceptance is risk-based and with our technology approach to onboarding and due diligence, we are able to onboard clients swiftly and accurately.

To find out more about our solutions, please reach out to your usual FundBank representative or contact us below.

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* services provided by FundBank N.A. regulated by the OCC

The FundBank advantage

Our sole focus is to serve funds, asset managers, and family offices. We don’t do this as an accommodation or ancillary to other services or business lines – your business is our business.

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