Fully automated reporting for clients, regulators and vendors
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
The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.
Connect with FundSense
Thanks for connecting with FundSense
We will inform FundSense of your interest and request that they connect with you.