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Fund Closures

Full Product lifecycle management - from creation to closure

Transform your product launches, mergers and closures with FundSense Intelligent Automation.

FundSense streamlines the full product lifecycle—launches, mergers, and closures—by automating tasks, enforcing controls, and coordinating internal teams and third parties. From proposal to final reporting, every stage is tracked, validated, and compliant. The result: faster time-to-market, reduced risk, and full transparency across all stakeholders.

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Why FundSense for Product Lifecycle Management?

Governance -

Complete control and governance of fund and share class creation – from internal proposal generation and sign-off to automated population and generation of TPA and data vendor templates.

Automation -

Automate all tasks and processes for internal and third parties with timers and SLAs to speed up task completion and identify/address bottlenecks.

Reporting -

Auto-generate over 100 industry and vendor new fund templates, with business rules to ensure all data points are complete and correct.

Data Efficiency -

Ring-fence datasets with delivery to third parties (e.g. document creators, governing bodies) in the right format and at the right time.

Built for Scale,
Ready for Change.

Book a tailored demo built around your needs.

Want to go further? We can create a free proof of concept to show exactly how our solutions can work for you.

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