FundSense
HQ Address
71-75 Shelton Street, London, WC2 H9JQ, United Kingdom
Website Address
Relevant Regions
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 Intelligent Automation
01/01/2023
Insight - Automated Document Analysis
01/02/2023
Report - Automated Investment Commentary
01/12/2022
Launch - Automate End-to-End Fund and Share Class Launches
01/11/2022
Business Overview
The FundSense Intelligent Automation Platform combines powerful Workflow Automation, Robotic Process Automation and Artificial Intelligence to create highly efficient solutions that are customised to meet exact client requirements – whether to solve a specific problem or deployed company-wide.
The platform’s no-code/low-code technology enables the much faster deployment of solutions automating lengthy, complex processes with all data and business rules, user rights, timers/SLAs, compliance and governance requirements built in. The platform is quickly and easily integrated with third-party or in-house systems for optimal efficiency including CRM, vendor platforms, HR software and product masters.
With clients, partners and offices across three continents, support is available for anything from local business hours to global 24/7.
Customers
Live implementations include:
- Automation of the collection, normalisation and enrichment of ESG data from third parties, and the ongoing population and generation of PDF reports via a customised adviser portal.
- Automation of the end-to-end product launch and closure processes for the OEIC and SICAV ranges of a global asset manager
- Creation and maintenance of a global fee data repository for a US investment management company with AUM of $1.6tn
- Automation of the ingestion and creation of data and ongoing dissemination of industry templates for the UK and Luxembourg offices of a tier 1 asset manager
Key Data
Year founded
2020employees
11-50offices
2Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
FundSense Solutions
Data Management
Automate the Ingestion, verification, normalisation and reconciliation of data from any source, 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......
business needs
- Business Intelligence & Practice Management
- Business Process Management & Outsourcing
- Compliance & Regulation
- Data Feeds & Information Sources
- Data Management & Analysis
- Document Management & Storage
- Technology Implementation & Management
Client type
client geography presence
view solutionDocument Management
Automate the complete document cycle process, from data ingestion and origination to publishing and dissemination. 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,......
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. ...
