We've spent a lot of time preparing for Investment Committee Meetings, and we're often asked how to make it more efficient. We've created this pathway to give you a standard process for each meeting. You can customise the various Stages and Tasks and then set this as your standard My Template to make sure you follow the same process for each investment committee meeting.
Some of our clients create a separate process for each type of investment while others simply use different Stages to deal with different classes of investments.
You can even set up the tasks on a recurring basis so that once you have the calendar for the year, you can set up each Task with the relevant repeating process and Phundex will automatically send out reminders to your team to produce reports and prepare the various submissions required for the investment committee meeting.
You may also save the final papers as "Published View" and invite the investment committee as members of the Team to view those papers for the meeting.
