Solution introduction

Automate the complete document cycle process, from data ingestion and origination to validation, publishing and dissemination

Clients use FundSense to automate all or parts of their document creation processes, including information extraction and verification. They have dramatically improved publishing times and reduced error rates with built-in data and business rules, timers and SLAs

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.

 

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