Intelligent Automation across your organisation
FundSense provides a one-stop Automation Platform to
increase efficiency and cut costs across every department in asset and wealth management firms.
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.
Our Automation PLatform includes workflow tools for fund launches, reporting & data management; a powerful document analyser to extract and verify any information in Factsheets, KIIDs, contracts etc. 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.
We Take Pride in Our Numbers
Faster App Delivery
Legacy Systems Modernisation
Reduction in paperwork
Years Experience in Asset & Wealth Management