Automated fund and share class launch / fund onboarding workflows
Fully customisable end-to-end fund creation and approval
Eliminates reliance on spreadsheets and manual processes / approvals to ensure faster, more efficient launches
Smart notifications and forms enable quick review and approval
Timers allow SLAs to be created for any part of the process
Fully integrated with TPAs, registrars, document providers etc.
Workflow analytics provide data on process performance and helps identify and resolve bottlenecks
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:Launch uses Intelligent Automation to increase efficiency and reduce the time taken to launch funds, leading to faster acquisition of AUM.
The tool is fully customised to work with your processes, teams and third parties.