FundSense
HQ Address
71-75 Shelton Street, London, WC2 H9JQ, United Kingdom
Website Address
Business introduction
Asset management, automated
Efficiency. Accuracy. Transparency
Asset management firms face significant risks, with operational inefficiencies, ever-increasing data volumes and complexity, manual and error-prone processes, siloed departments, legacy systems and limited governance.
FundSense works with clients to automate internal and client operations – from reducing manual processes and spreadsheets to improving the availability and flow of data. With seamless integration, internal and external systems can be connected to increase communication and collaboration in all departments.
FundSense Solutions
Data Management
Integrations enable quick and easy collection and dissemination of data to regulators, administrators, data vendors, document providers etc. in the right format and at the right time. And they eliminate reliance on spreadsheets and manual processes / approvals to ensure faster data creation and dissemination. Use FundSense to: Create and maintain golden......
business needs
view solutionDigital Solutions
Use FundSense to: Provide/receive data and documents seamlessly, with tasks created for internal teams as needed. Communicate directly with third parties including vendors, administrators and legal firms. Create chatbots for client interaction or to assist employees with any tasks and processes. Build engaging intranet or internet sites for staff or customers. ...
business needs
view solutionDocument Management
Use FundSense to: Generate documents including UCITs KIID, UK/EU PRIIPS KID, Prospectus, Supplement, Board Reports, RFPs and Business Cases. Extract ‘trapped’ text, tables and images from any document for databasing. Verify any information in created or stored documents. Maintain full version control, audit trails and integration to third party systems. ...
business needs
view solutionFund Reporting
Use FundSense to: Generate populated templates including, EET, EMT, EPT, CEPT, FVPT, TPT, DCPT, CTI, Openfunds. Ingest, verify and enrich data from third parties to create reports. Automate handover of data to third party reporting partners in the right format at the right time. Automate AI-driven investment commentary derived from data ingested by the......
business needs
view solutionProduct Lifecycle Management
Use FundSense to: Eliminate spreadsheets from launch processes, reducing error-rates, resource and time to market. Integrate with FundSense/existing product master/internal systems to eliminate re-keying of any data at share class level. Automate dissemination of all applicable templates to vendors, regulators and clients. Create prospectus/supplement using data imported and originating from the platform. ...
