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Manage your data from and to any source

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Manage fund, client and other data from across the business

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Use as your central data repository or integrate with existing product master

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Eliminate reliance on spreadsheets and manual processes / approvals to ensure faster data creation & dissemination

Fully integrated with TPAs, data vendors, document providers etc.

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Create reports in the format / frequency required by vendors and regulators

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Dashboard reports, customisable by users, provide deep insights into key data and KPIs

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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.