Opendata, web and dolomites

Fundsphere Terms FST

Reshaping the Asset Management Industry by commercialising the first digital solution to automate preparation of legal agreements that will increase the growth of registered funds on global markets.

Total Cost €


EC-Contrib. €






 Fundsphere Terms FST project word cloud

Explore the words cloud of the Fundsphere Terms FST project. It provides you a very rough idea of what is the project "Fundsphere Terms FST" about.

influencers    disruptive    decision    itas    later    investment    stay    centres    act    counterparties    digital    mifid    schroders    business    regulatory    17    transform    confirmed    fund    assembly    global    approx    effect    electronic    spreadsheets    ge    rdr    environment    revenue    hong    firms    competitive    drive    attract    industry    snow    dematerialisation    model    estimate    uk    alfi    funds    selling    operate    solution    made    revolutionizing    globally    trails    players    create    biggest    market    platform    sales    software    finance    supporters    technologies    validation    inefficiencies    4mln    frank    leaders    inability    managed    errors    asset    uses    paper    metrosoft    min    lifecycle    assets    dodd    fundsphere    delivering    channel    instead    chaos    agenda    financial    contract    sell    reinforce    ball    annually    400    bigger    conferences    agreements    exari    opinion    poor    point    attempts    document    leads    buy    luxembourg    tools    participates    b2b    makers    risk    25    hotdocs    creation    exchange    customers    managers    today    structured    database    sectorial    disruption    data    investorship    markets    usa    volume    kong   

Project "Fundsphere Terms FST" data sheet

The following table provides information about the project.

Metrosoft Polska 

Organization address
address: Plac na Groblach 21
city: Kraków
postcode: 31-101
website: n.a.

contact info
title: n.a.
name: n.a.
surname: n.a.
function: n.a.
email: n.a.
telephone: n.a.
fax: n.a.

 Coordinator Country Poland [PL]
 Project website
 Total cost 71˙429 €
 EC max contribution 50˙000 € (70%)
 Programme 1. H2020-EU.2.1.1. (INDUSTRIAL LEADERSHIP - Leadership in enabling and industrial technologies - Information and Communication Technologies (ICT))
2. H2020-EU.2.3.1. (Mainstreaming SME support, especially through a dedicated instrument)
 Code Call H2020-SMEINST-1-2015
 Funding Scheme SME-1
 Starting year 2016
 Duration (year-month-day) from 2016-03-01   to  2016-05-31


Take a look of project's partnership.

# participants  country  role  EC contrib. [€] 
1    Metrosoft Polska PL (Kraków) coordinator 50˙000.00


 Project objective

Today the Investment Fund Industry uses paper based agreements which leads to inefficiencies, errors, increased risk and inability to open new markets for selling funds globally. Asset Managers by using spreadsheets and document assembly tools (e.g. HotDocs, Exari) made poor attempts to transform paper based chaos into even bigger electronic chaos and without meaningful disruption of current Contract Lifecycle Process. Requirements under the recent regulatory agenda (MiFID II in EU, RDR in UK, Dodd-Frank Act in USA) reinforce the need of disruptive and digital technologies to stay competitive in the new investorship environment. Metrosoft aims for revolutionizing the way the agreements are made and managed by delivering software solution to create data driven legal agreements. Fundsphere Terms is a unique platform that is used to create, manage and exchange legal agreements covering terms of doing business between Sell Side and Buy Side at any point of sales channel in the Investment Fund Industry; in a structured database instead of in document creation and management solution. We want to bring it directly to the global markets with its financial centres, as industry players operate indeed globally. The need for Fundsphere Terms was confirmed by key finance firms (including Schroders that participates in validation trails) during 2 biggest sectorial conferences in Luxembourg and Hong Kong (ALFI, ITAS) and Key Opinion Leaders who are strong supporters of industry dematerialisation. To fully exploit this EU-based technology, we will drive growth through B2B model and market the top 400 Assets Managers that are decision makers and influencers in the industry. Later growth will be the “snow ball” effect (counterparties of Assets Managers). By bringing Fundsphere Terms into the rapidly growing market we estimate to attract min. ≥ 25% of the global Asset Managers, which means volume of approx. /-20 customers annually, with an estimated revenue €17.4mln after 5 years.

Are you the coordinator (or a participant) of this project? Plaese send me more information about the "FUNDSPHERE TERMS FST" project.

For instance: the website url (it has not provided by EU-opendata yet), the logo, a more detailed description of the project (in plain text as a rtf file or a word file), some pictures (as picture files, not embedded into any word file), twitter account, linkedin page, etc.

Send me an  email ( and I put them in your project's page as son as possible.

Thanks. And then put a link of this page into your project's website.

The information about "FUNDSPHERE TERMS FST" are provided by the European Opendata Portal: CORDIS opendata.

More projects from the same programme (H2020-EU.2.1.1.;H2020-EU.2.3.1.)

Starcounter (2017)

In-Memory Computing and Artificial Intelligence Platform for Building Next Generation Enterprise Software

Read More  

scanvid (2017)

ScanVid - One-Click Integrated Access to Product-related Digital Content

Read More  

oWBI (2018)

Osmotic Wearable Bolus Injector (oWBI) for viscous drug delivery

Read More