Orbit and FundSense Partner to Transform the Fund Labelling Market for the UK Sustainable Disclosure Regulation (SDR)

Orbit and FundSense join forces to develop a unique Anti-Greenwashing and SDR solution, designed to optimize KPIs and reporting. This innovative approach helps financial institutions comply with the latest sustainability regulations.

London, UK - February 12, 2025 – Orbit, the leading AI provider of financial data analysis, data automation and insights, and FundSense, leaders in intelligent automation for financial services, announce a strategic partnership to deliver an integratedAnti-Greenwashing bot and SDR management and document production solution,enabling financial institutions to meet the stringent requirements of theUK's Sustainable Disclosure Regulation (SDR) in place since July 2024 implementation for funds and ahead of model portfolio regulation.

This UK-made partnership signals the AI technology revolution, centred around efficiency, security, and compliance.

The partnership combines Orbit's sophisticated AI technology and extensive historical data, with FundSense's deep regulatory expertise and workflow and reporting automation to create a comprehensive solution for Asset Managers and Financial Institutions. This innovative platform will streamline the complex process of the SDR regulation and sustainability compliance verification.

With this partnership, institutions will have automated GenAI monitoring of fund documents via Orbit to scan for anti-greenwashing flags, combined with FundSense's extensive expertise for SDR KPI and reporting. This combination enables thorough, compliance-focused analysis of fund documentation, significantly reducing technical debt and manual processing costs. Users can securely upload fund documents through Orbit's platform and manage their end-to-end fund labelling process within the FundSense environment, ensuring alignment with SDR's strict criteria for sustainability claims and anti-greenwashing requirements.

Commenting on the significance of the partnership, Samantha Cone, Director at FundSense said: “By teaming up with industry experts, we're bringing the power of AI, intelligent automation, and RPA to the fund community—helping to streamline tedious tasks. Our partnership means smarter automation, smoother integration, and staying ahead of the focus on transparency and accessibility in sustainable investing”

Terri Morgan, Director of Partnerships and Fintech at Orbit said, “We believe that joining forces with Industry experts will bring the benefits of AI to the Fund community to help transform some of their labour-intensive processes. Thanks to our partnership, there will be an automated, seamless integration of data and technology bringing cost benefits, scale and value”.

The integrated solution will be available from Q1 2025, helping financial institutions prepare for and maintain compliance with both the SDR fund labelling requirements and the FCA's anti-greenwashing rule.

About Orbit

Orbit is a sophisticated AI-powered financial services platform designed to empower informed, data-driven decision-making ahead of the curve. Orbit’s extensive coverage, coupled with rigorous quality control measures, ensures access to reliable and timely information. Orbit facilitates automated workflows and comprehensive data analysis, streamlining research processes and uncovering critical insights. By committing to data integrity and clarity, Orbit enables users to confidently navigate complex financial landscapes and make strategic decisions with precision.

About FundSense

The FundSense platform enables asset managers & wealth managers to maximise their efficiency, productivity and data accuracy. Our Digital Toolkit 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.