FundSense
HQ Address
71-75 Shelton Street, London, WC2 H9JQ, United Kingdom
Website Address
Business introduction
Transform your Reporting, Document Creation, Data Management and Product Launches with FundSense Intelligent Automation
FundSense provides solutions to increase efficiency, data quality, governance and collaboration across your organisation
Our mission is to provide the investment industry with flexible, scalable solutions that eliminate manual tasks, improve efficiency and increase data accuracy across all departments, enabling clients to focus on their core capabilities.
FundSense Solutions
Data Management
Including: PDFs (prospectuses, factsheets, KIIDs etc.) Spreadsheets Websites Data feeds Uses include: Create and maintain golden source data or compare to an existing source Bulk-verify document content before publishing (e.g. monthly factsheet runs) Enrich data with customised calculations for use in regulatory or client reports Automate investment commentary with bulk ingestion of performance feeds Import data from multiple sources for......
business needs
view solutionDocument Management
Workflow and Robotic Process Automation ensure documents are created on time and error-free every time Automated data collection and handover to third parties improves governance and speeds up time-to-market Uses include: Generate documents including UCITs KIID, UK/EU PRIIPS KID, Prospectus/Supplement, Board Reports, RFPs and Business Cases Automate bulk data comparison with previous versions to......
business needs
view solutionReporting
Automate the end-to-end reporting cycle including data import, entry and sign-off, both internally and by third parties Business/data rules and timers ensure that data is complete, correct and on-time all the time Produce/import/sign-off of data and create/disseminate templates (including all periodical updates) for a wide range of regulatory, client and vendor templates ...
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
