FUND & INVESTMENT FIRMS
Control over your documents
Always in control. Auditable by design.
Fund managers operate in an environment where regulators can ask for information at any moment. WoodWing Xtendis provides one central place for all your documents – searchable, version-controlled, and audit-proof.
Always the correct version at hand
No more hunting through inboxes and shared drives. Xtendis centralises all your documents in one place, with version control and instant search – so the authoritative version is always easy to find.
Effortlessly audit-proof
Every access, every change, every download – automatically logged. When the FCA comes calling, you can produce a full audit trail in minutes instead of days.
Seamless integration into your existing workflows
Xtendis works seamlessly alongside Microsoft 365, your CRM, and your existing systems. Your team can continue using the tools they already know – without the risk of information ending up in the wrong place.
We collaborate with companies small, large and global
Challenges you will likely recognise:
Information everywhere. Oversight nowhere.
Regulatory requests don't wait.
Fragmented information across too many systems
Fund managers run on SharePoint, shared drives, inboxes, and local storage – simultaneously. It’s unclear which version is the authoritative one. An IT problem? No. It is, however, a business risk that tends to surface at the worst possible moment – during an audit or due diligence.
Unresolved audit findings that resurface each year
The same findings, year after year. Not because your organisation is poorly run, but because the system it relies on lacks resilience. Documents that cannot be retrieved, access rights that no longer reflect reality, version histories that simply do not exist. Xtendis addresses the root cause rather than merely treating the symptoms.
Knowledge that walks out the door when people leave
When an experienced employee leaves, more goes with them than just an employment contract. Files only they knew existed. Internal agreements never written down. Documents buried in personal folders. With Xtendis, you keep that important institutional knowledge inside the organisation.
Frequently asked questions about Document Management for fund & investment firms.
Everything you need to know about the way WoodWing Xtendis works for fund and investment firms.
What is Xtendis and what does it do?
Xtendis is a cloud-native document management system that centralises documents, tracks versions, and logs every access event. It is purpose-built for regulated sectors such as fund and investment management.
Does Xtendis work with Microsoft 365?
Yes. Xtendis integrates directly with Microsoft 365, Teams, and SharePoint. Your team keeps working in the environment it already knows, while documents are automatically stored and governed centrally.
How does Xtendis support compliance and audits?
Every action on a document – opening, editing, downloading – is automatically logged with a timestamp and user record. That gives you a complete, tamper-proof audit trail you can produce the moment the FCA requests it.
Is Xtendis suitable for smaller fund managers?
Absolutely. Xtendis is modular and scales with your organisation. Whether you have 10 or 500 employees, the implementation adapts to your situation without a large IT program.
What about document classification and metadata?
Xtendis offers extensive classification and metadata labelling. It helps you find any document by keyword, document type, date, or department – in seconds, not minutes.
How quickly can we go live?
Most clients are up and running within a few weeks. Our onboarding team guides you through setup, migration, and training – without large IT projects or lengthy procurement cycles.
Our solution
Xtendis is our document management system, purpose-built for regulated organisations that need real control over their information landscape.
WoodWing Xtendis for fund & investment firms
Xtendis helps you to get a better grip on information. It collects all documents and processes in one central place, so that employees can work faster and more efficiently. No more hassle with fragmented information or different versions of files – everything is readily available, securely stored, and easy to find.
Xtendis integrates seamlessly with systems such as Microsoft 365 and ERP software and offers smart features, including advanced search and automated workflows. Xtendis is the ideal solution to improve collaboration, reduce risks, and make the organization future-proof.
Success stories
BNP Paribas
Information Management
How BNP Paribas achieves significant cost savings with the enterprise information management solution WoodWing Xtendis.
Pension fund PNO Media
Document Management
How pension fund PNO Media intensively uses DMS Xtendis as the linchpin in their information landscape.
Turien & Co
Information Management
How Turien & Co automates incoming document processing with Xtendis.
Over 100 satisfied customers
From information chaos to structured information policy
Learn how organizations gain control of their information management with a structured Information Management approach.
Available immediately, no registration required.
Talk to a document management expert
See how Xtendis helps your fund management firm centralise documents, versions, and access – auditable by design.
“With Xtendis, we switched from paper and postbooks to a modern, digital quotation process that works for everyone, every time. As a result, we’ve increased efficiency by at least 30%.”
René Stienstra
Manager Service Projects at JungheinrichRELATED CONTENT
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