Welcome to FundSense -
the Automation Platform
for Financial Services
The FundSense platform enables asset managers & wealth managers to maximise their efficiency, productivity and data accuracy.
Intelligent Automation functionality includes workflow tools for fund & share launch / closure, end-to-end regulatory & client reporting, and data management & dissemination; a powerful document analyser to extract and verify any information in any document, and chatbots / web portals for staff, advisers and customers.
Incorporating Robotic Process Automation, Business Process Management & Artificial Intelligence, our solutions are fully customisable to ensure that every process is optimised for both organisation and user.
FundSense eliminates manual processes, error-prone tasks and over-reliance on spreadsheets / inefficient systems, enabling improved governance and compliance across the entire organisation.
Begin your transition to Intelligent Asset & Wealth Management with Intelligent Automation
FundSense works with clients to implement Automated Workflows, Robotic Process Automation, Artificial Intelligence and Natural Language Processing wherever they are needed across the business. This delivers drastic improvements in efficiency across internal and client operations – from eliminating manual processes and spreadsheets, to improving the availability and flow of information.
By leveraging all available data, the platform enables users to make better, faster and more informed decisions through access to powerful Business Intelligence and Management Information.
The FundSense platform is built with a no code / low code approach, which means that business apps can be developed and deployed quickly and efficiently - up to 20x faster than traditional methods.
Replicate cognitive human activity. Extract, manipulate and leverage large quantities of data efficiently and effectively.
Clients use FundSense for
Streamline and govern
any processes across
of client, regulatory
and vendor templates
Verify, store, disseminate, reconcile data to/from any source
Verify and extract text and images from any document
Leverage 100 Years+ Experience in Asset & Wealth Management