About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Rigel Capital Rolls Out FundWorks Global’s FundReports6 to Automate Reporting Process

Subscribe to our newsletter

Seattle-based institutional asset management firm Rigel Capital has gone live with FundReports6, FundWorks Global’s enterprise client communications and reporting platform, to meet its institutional reporting requirements. The firm decided to replace its previously manual monthly and quarterly institutional reporting process in order to speed up report production and reduce the risks in the process, says Lynn Rowley, director of administration and operations at Rigel.

“The transformation in our reporting process since going live have been significant benefiting both our reporting team and our customers,” says Rowley. “We are now able to capture data from source systems, validate data, generate the reports, apply post production checks and authorisations and distribute 1,500 statements to our secure web portal, again provided by FundWorks, within 24 hours.”

The implementation was carried out in cooperation with FundWorks’ implementation partner, Column A, who assisted in the development of a standard set of reporting packs to meet Rigel’s requirements. The solution covers all steps of the reporting process from data collection through to web portal delivery, says Chip Healey, managing director of FundWorks North America.

“The implementation included the redesign of the packs and a workflow process that aligned itself to Rigel’s business requirement for reducing the amount of data manipulation required pre report production and the availability of a secure web portal for customers to access their current and historical reports,” adds Healey.

The vendor will be working with Rigel to roll the solution out to further report types over the course of this year, says Healey.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Best practice approaches to data management for regulatory reporting

Effective regulatory reporting requires firms to manage vast amounts of data across multiple systems, regions, and regulatory jurisdictions. With increasing scrutiny from regulators and the rising complexity of financial instruments, the need for a streamlined and strategic approach to data management has never been greater. Financial institutions must ensure accuracy, consistency, and timeliness in their...

BLOG

S&P Builds Private Markets-Trained AI Document Search Tool for iLevel Platform

S&P Global Market Intelligence has expanded its private markets data and technology platform iLevel with the addition of AI Document Search, a module that is built on large language models (LLMs) trained specifically to aid participants in the fast-growing alternative assets sector. The new tool enables general partners (GPs), who manage funds on behalf of...

EVENT

Buy AND Build: The Future of Capital Markets Technology

Buy AND Build: The Future of Capital Markets Technology London examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...