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We’re delighted to welcome Birgit Partin to FundSense as Chief Operating Officer. Birgit is a highly respected figure across the asset management industry and brings deep experience in fund data, technology and business transformation. Her appointment comes at an important stage in FundSense’s growth. As demand for FundSense One continues to build, Birgit will play a central role in strengthening our operations, supporting our clients and helping the business scale with the

We're delighted to announce that FundSense has achieved certification to both ISO 27001 (Information Security Management) and ISO 9001 (Quality Management). These internationally recognised certifications provide our clients with independent assurance that the governance, processes and controls underpinning FundSense One meet rigorous standards for information security and quality management. As we continue to help firms automate critical operational and regulatory processes,

Agreement formalises long-standing collaboration and accelerates the development of the Operating System for Asset Management London, United Kingdom, 10 June 2026 FundSense, the asset management technology company behind FundSense One, today announced the completion of a strategic equity agreement with Comidor, formalising a partnership that has been central to FundSense's growth since its inception. Having worked together for more than six years, the two organisations are al

By Christoph Napetschnig, Head of Data, FundSense In today’s fund industry, product data has moved from the back office to the centre of the business. It is no longer just an operational necessity. It is the foundation of trust, compliance, and growth. Every fund, share class, or investment vehicle carries a dense web of attributes, including: core identifiers such as fund name, ISIN and domicile; investment features such as objectives, benchmarks and risk classifications

Author: Mikkel Bates, Senior Board Adviser, FundSense On 8 December, the FCA published its final rules on pre-contractual “product summaries” for CCIs, its chosen term to replace UCITS and PRIIPs. On the back of 320 responses to its Consultation Papers CP24/30 and CP25/9, it was almost inevitable that the final rules would look different from the earlier proposals. The long, painful birth and short, troubled life of PRIIPs KIDs have shown how hard it is to devise a standardi

For many firms, multilingual updates still take weeks, even when only a few lines change. We’re changing that. We’re pleased to announce a new collaboration between Toppan Digital Language and FundSense, bringing together two areas of deep industry expertise to transform how asset managers create, update, and translate regulated fund documentation. Across the industry, prospectuses, supplements, annexes, and KIIDs/KIDs are still maintained through slow, manual, and fragmente

By Mikkel Bates, Senior Board Adviser, FundSense Although ESG ratings sit upstream of most investor disclosures, their methodologies have long been opaque. With this consultation, the FCA is signalling a shift toward greater transparency and governance, with consequences for every firm relying on these ratings for product disclosures, due diligence and distribution. Since ESG disclosures were first mooted for financial firms, there have been questions around the independence

June 2025 openfunds welcomes FundSense as an active member of the community. With deep expertise in fund data and a clear understanding...

February 2025 Orbit and FundSense join forces to develop a unique Anti-Greenwashing and SDR solution, designed to optimise KPIs and...

July 2024 ESG Accord is pleased to announce the selection of FundSense to provide a solution that enables providers to upload and...

August 2023 FundSense, a leading provider of Intelligent Automation solutions for asset managers, has continued its expansion into North...

April 2023 Fifth annual WealthTech100 list identifies the technology companies that are transforming the wealth/asset management and...

November 2022 September 2022: FundSense and Fencore have entered into a partnership which enables the provision of a fully integrated,...

June 2022 FundSense and Investment Solutions Consultants (ISC) are pleased to announce that they have entered into a strategic...

May 2022 Fourth annual WealthTech100 list announced to recognise the tech companies transforming the global investment and banking...

March 2022 FundSense and Create & Comply are pleased to announce they have entered into a strategic partnership, combining Create &...