Manage your data from and to any source
Manage fund, client and other data from across the business
Use as your central data repository or integrate with existing product master
Eliminate reliance on spreadsheets and manual processes / approvals to ensure faster data creation & dissemination
Fully integrated with TPAs, data vendors, document providers etc.
Create reports in the format / frequency required by vendors and regulators
Dashboard reports, customisable by users, provide deep insights into key data and KPIs
No-code drag and drop functionality puts users in control of any required updates to workflow, tasks, fields etc.
FS:Data can create, collect and verify data from any internal or external source, store the data for use in any other FundSense applications, and disseminate to clients, vendors, regulators etc. in any format.