Phundex New Release Announcement April 2022
Phundex has been designed by people with years of experience in the business of finance. They know the needs and importantly the pain points of financial dealings.
Enhancements
Platform
Platform enhancements in this release include:
- Individual Stages and entire Pathways can now be archived. Search by Active or Archived Stages and Pathways, and re-activate archived Tasks, Stages and Pathways with a simple toggle.
- Archiving of individual documents and data forms. Never deleted, with a full audit history, but now you can archive individual documents and data forms and replace them with newer versions
- Data forms, whether Phundex Pathway examples or bespoke client created data forms, can now be amended without the need to create from scratch, making changing requirements simpler to manage.
- Coupled with last month’s task duplication functionality, clients can now easily duplicate tasks and reuse or amend data forms to collect the information they need to manage transactions across the investment lifecycles.
- Dependencies - we’ve also implemented the first stage of capability for creating dependencies between tasks. More automation in the dependency creation and workflow will be available in the May release
Pathways
Phundex provides a suite of Pathway Templates for coordinating transaction management and due diligence across all clients and stakeholders. We’ve leveraged our digital transformation experience to provide best practice Pathways for the most common types of transactions and processes.
Phundex supports users from origination, through administration for the entire investment cycle, 24/7. Whether you are a family office, fund manager, administrator or innovation hub, Phundex has a Pathway starting point that is right for you.
With this release, we’ve added three new Transaction Pathways:
- Asset Funding Application to Completion
- Commercial Funding Application to Completion
- Property Development Funding Application to Completion