Solution introduction

Full control and visibility of any data, from any source, in any format

Clients use FundSense as their central data repository, or to integrate with an existing product master

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 source data or compare to an existing source.
  • Bulk-verify document content prior to publishing (e.g. monthly factsheet runs).
  • Automate investment commentary with bulk ingestion of performance feeds.
  • Reconcile third-party data sources for ongoing data improvements.

 

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