About Us

Our mission is to provide unique solutions that eliminate manual tasks, increase efficiency and reduce costs across all departments at asset management and wealth management firms.

The FundSense management team have decades of experience – within the financial services Industry at companies like Standard & Poor’s and Morningstar, and also of implementing process improvement solutions in multinational PLCs across multiple industries.

Our company blends technical expertise with a deep understanding of financial services, ensuring our solutions are tailored to the exact requirements of asset and wealth managers.

FundSense works with organisations of all sizes - from small boutiques to global banks. The flexibility of our platform ensures that we can meet a vast array of needs, across areas including People Management, Project Management, Document Management and CRM.

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