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Fund Document Analysis

Extract / verify any information in any document


Extract data from any document including factsheets, KIIDs, prospectuses and contracts

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Accurate analysis of text, tables, images and meta data

Compare with golden source or previous document version

Extract ‘trapped’ information for analysis / use across the organisation


Eliminate manual checking of data prior to monthly / annual runs


Combine with any FundSense solution to automate document analysis

FundSense uses cutting-edge technologies combining different forms of AI and ML to extract and verify data quickly and accurately.

The FundSense platform integrates effectively with 3rd party systems using APIs. Built-in RPA tools ensure document data can flow efficiently to and from any system.

Contact us to discover how firms automate the validation of data across large monthly document cycles.

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