Ensure consistency, accuracy and compliance across every document with flexible approval workflows, version control, and auditable sign-off. Use FundSense templates or your own, both fully configurable to your brand and regulatory requirements.

Documents are automatically generated based on pre-approved templates and up-to-date data. Outputs can be scheduled, triggered by events, or produced on demand, reducing manual effort and production cycles from days to minutes.

The FundSense engine connects seamlessly to internal and external data sources, ensuring each document reflects the latest validated information. Outputs are delivered in multiple formats to websites, document libraries or third-party portals.

Maintain full control of content and disclosures with live linking to calculated values and centrally managed narrative text. FundSense ensures documents are always current, compliant, and aligned with internal and regulatory standards.