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, Prospectus/Supplement, Board Reports, RFPs and Business Cases
• Automate bulk data comparison with previous versions to highlight and fix errors
• Extract ‘trapped’ text, tables and images from any document for databasing
• Utilise full version control, document repository and dissemination capabilities

Clients use FundSense to automate all or parts of their document creation processes, dramatically improving publishing times and reducing error rates by utilising comprehensive data and business rules and SLAs.