FundSense Intelligent Automation enables asset managers to improve efficiency, accuracy, and transparency by automating internal and client operations - from eliminating manual processes and spreadsheets to enhancing data availability and flow.
Seamless integration connects internal and external systems, improving communication and collaboration across departments.
Asset Management, Automated.
The Intelligent Automation Platform providing efficiency, accuracy, and transparency across asset management operations.
Many asset managers still rely on spreadsheets, disconnected systems, and siloed data with limited governance - resulting in inefficient, error-prone processes and poor cross-department collaboration. The outcome is slower decision-making, increased operational risk, and costly delays.
These challenges impact the entire organisation, from product data management to client and regulatory reporting, document creation, and critical fund events such as launches, mergers, and closures.
FundSense Solutions.
The FundSense Intelligent Automation platform does the heavy lifting, allowing asset management firms to leverage off-the-shelf technology and industry-specific best-practices that are tried-and-tested.
The FundSense consulting approach quickly and seamlessly integrates your operational and governance requirements to give you an automated asset management solution that exactly meets your needs.
All accessible from the FundSense Dashboard, your go-to asset management dashboard - fully customisable and configurable at firm, department and user level.
The FundSense Solution.
The FundSense Intelligent Automation Platform brings together workflow automation, robotic process automation, and AI to deliver highly efficient, tailored solutions - whether addressing a specific challenge or transforming operations across the enterprise.
Using low-code/no-code technology, solutions can be deployed rapidly to automate complex, data-driven processes, seamlessly incorporating business rules, user permissions, SLAs, compliance, and governance.
Every solution is underpinned by FundSense iD, the constantly monitored and updated foundational data layer mapped to every data point and template across the asset management industry.
The platform integrates quickly with in-house and third-party systems, maximising efficiency and data value. By unifying data from any source, FundSense empowers faster, smarter decision-making through powerful business intelligence, management information, and workflow analytics.
With clients, partners, and offices across three continents, FundSense provides flexible support - from local business hours to global 24/7 coverage.
Data Management
Document Management
Fund Reporting
FundSense’s Intelligent Automation Platform delivers efficiency, accuracy, and transparency across asset management operations.
Efficiency
FundSense reduces operational inefficiencies through the automation of processes across the asset management spectrum and reducing manual tasks, re-keying and unnecessary spreadsheets. Typical FundSense implementations see a 90% reduction in manual processes.
Accuracy
With over 10,000 industry data points mapped and over 500 industry templates managed in the FundSense platform, clients can see a 97% reduction in data errors across all connected databases and documents.
Transparency
By incorporating all client business rules, governance and audit trail requirements, and a powerful process analytics module, FundSense ensures firms have 100% oversight of their processes, and the information required to ensure ongoing improvements.
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Robust data governance and workflow automation is more than just a risk management tool for asset management firms; it is a strategic imperative for growth and competitive advantage.
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Who We Work With.
FundSense is built for asset managers, wealth managers, and banks.
FundSense implementations are typically
50% faster and deliver more of what you want.
The FundSense Advantage.
Customised Solutions. Fast Delivery.
At FundSense, 80% of your solution comes ready-built, fast, intelligent, and grounded in industry best practice. The final 20% is crafted through close collaboration, tailoring the platform to your exact needs.
The result is a custom-fit solution without the usual delays, complexity, or compromise.
Everything is accessible from the FundSense Dashboard, your go-to asset management dashboard - fully customisable and configurable at firm, department, and user level.
Underpinned by Experience.
A critical element of the FundSense philosophy is to ensure that the technology is underpinned by a team with considerable experience in the markets we serve, from both the customer and supplier side.
In addition, our leadership team has extensive experience implementing process improvement solutions for global companies across sectors, including healthcare, broadcasting, and management consulting.
This experience enables us to deliver better, faster, and more cost-effective solutions to clients, regardless of the use case or business area.
