Asset Management, Automated.
Efficiency.
Accuracy.
Transparency.
Asset management firms face significant risks, with operational inefficiencies, ever-increasing data volumes and complexity, manual and error-prone processes, siloed departments, legacy systems and limited governance.
FundSense works with clients to automate internal and client operations – from reducing manual processes and spreadsheets to improving the availability and flow of data. With seamless integration, internal and external systems can be connected to increase communication and collaboration in all departments.
FundSense’s Intelligent Automation Platform delivers efficiency, accuracy, and transparency across asset management operations.
Efficiency
FundSense reduces operational inefficiencies by automating processes across the asset management spectrum by 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.
0%
Reduction in
manual processes
0%
Reduction in
data errors
0%
Oversight of
your processes
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.
Who We Work With.
FundSense is built for asset managers, wealth managers, and banks.
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.
FundSense implementations are typically
50% faster and deliver more of what you want.
The FundSense Advantage.
The FundSense 80:20 approach provides every client with a solution that meets their exact requirements, without compromise, and without delays.
Asset Managers need to improve the efficiency, accuracy and transparency of processes but want to avoid long, complex and expensive implementations. Each FundSense delivery is built on the same foundation, state-of-the-art technology on our low-code platform; best practices, leveraging our team’s vast industry knowledge; and Intelligent Databasing, ensuring all your data is always mapped to every document and industry template.
We build on this foundation to deliver a solution that automates your tasks and your processes, implements all your data, business and governance rules and provides the MI, BI and analytics you need to monitor your operations and ensure ongoing process improvements.
0
Years of Industry
Experience
0
Industry Data Points
Mapped
0
Industry Templates
Managed
0%
Reduction in
Manual Processes
0%
Reduction in
Data Errors
0%
Reduction in
Deployment Times
See FundSense in action.
Book a tailored demo designed around your specific needs—no cookie-cutter pitches here. Want to go a step further? We’ll whip up a free proof of concept to show exactly how our solutions can work for you (yes, really free—no fine print or secret handshakes).
Get in touch and let’s see what’s possible.
