Enter Fonder

"Strivr has enabled us to do all sign-offs, independently of activity, in one tool, thanks to the audit log and individual user accounts. As a result, we have saved both time and costs and can operate much more efficiently.”
Enter Fonder is a customer-centric asset management company focusing on Swedish investments, with both equity and fixed income strategies.

Mohammed Farahani, CFO, was looking for a tool to connect all processes and activities for Enter Fonder to streamline everything from their operational plan and work descriptions to sign-offs and historical activity.

Linking the operational plan with the actual day-to-day work

“Before incorporating Strivr into our business, we were, as most companies, using to-do lists in separate spreadsheets which later were printed and signed. As you can imagine, this was both very time and energy-consuming. Strivr has enabled us to do all sign-offs, independently of activity, in one tool, thanks to the audit log and individual user accounts. As a result, we have saved both time and costs and can operate much more efficiently.”

One of the biggest takeaways from working with Enter Fonder was allowing clients to use the same naming standard in Strivr as they do in their operational plan. This has resulted in a transparent and efficient cross-referencing between sign-offs, the actual processes, and the operational plan.

“We aim to make all processes as transparent and synchronized as possible”, says Mohammed.

This as well as allowing our clients to export a complete list of all activities to their auditors, including which activities were performed, when and by whom, all with the same naming standard as their own operational plan.

Through this transition, we hope to facilitate audit processes and focus on developing value-adding tasks, thus allowing our clients to avoid spending unnecessary time on information gathering.

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Not done yet? Click below to read how another fund company quickly implemented Strivr to keep track of all their outsourced operations.
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