Solution introduction
Fully automated processes for fund, Assessment of Value and Sustainability reporting to clients, regulators and vendors
Clients use FundSense to automate their end-to-end reporting processes, dramatically improving output times and reducing error rates with built-in data and business rules and SLAs
Use FundSense to:
- Generate populated templates including, EET, EMT, EPT, CEPT, FVPT, TPT, DCPT, CTI, Openfunds.
- Ingest, verify and enrich data from third parties to create reports.
- Automate handover of data to third party reporting partners in the right format at the right time.
- Automate AI-driven investment commentary derived from data ingested by the platform.
