Formidium

Financial ServicesIllinois, United States501-1000 Employees

Formidium is an investor-backed global leader in fund administration, offering innovative solutions for investment managers across asset classes. Since 2016, we have built a global presence with offices in the U.S., India, Canada, and Singapore, supporting over 500 clients, more than 1,300 multi-asset funds, and managing $30B+ in assets under administration (AUA) with capabilities in over 25 jurisdictions.
 
Our proprietary software solutions offer unparalleled flexibility to meet bespoke client needs, far surpassing off-the-shelf systems. We provide comprehensive services, including Net Asset Value reporting, cross-currency and cryptocurrency integration, and full compliance support. Formidium’s cloud-native, scalable SaaS platform enables automated workflows, real-time data access, and modular capabilities for seamless growth.
 
Our platform includes:
• Seamless™: Next-generation fund management technology, customer lifecycle and revenue management, as well as investor onboarding and reporting.
• CommonSubDoc™: Efficient investor onboarding with streamlined document management, automated workflows, and secure data sharing.
• Taxplex™: A proprietary tax platform delivering comprehensive multi-asset tax services, automating complex calculations, filings, and reporting.
• Finalytic™: An analytics platform providing real-time financial insights, performance tracking, and customizable reporting for informed decision-making.
 
Additionally, Formidium offers ManCo accounting, co-sourcing capabilities, compliance services, and an Alternative Investment Marketplace connecting industry participants.

With a team of over 650 professionals, we combine deep industry expertise with round-the-clock support to give institutional clients a competitive edge. Guided by our mantra, “Adapt & Prosper,” we redefine fund administration, empowering clients to thrive in a constantly evolving financial landscape.
 
Learn more at www.formidium.com.

Sign up for free to view info

Email Format Employee directory