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Prospectus Creation/Maintenance

Automate prospectus creation/maintenance

Transform your prospectus processes with FundSense Intelligent Automation.

FundSense automates end-to-end processes to manage the creation of new prospectuses, supplements and annexes or the maintenance of existing documents,

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Why FundSense for Prospectus Creation/ Maintenance?

Governance -

Full audit trails; every change (who, what, when, why) is logged, and incorporation of ‘Track Changes’ - allowing users to track and review edits made to a Word document - within the FundSense platform.

Automation -

Collaborative Workflow Engine with role-based workflows for Legal, Compliance, Product, etc. to automate document breakdowns into version-controlled data points/content blocks, allowing teams to view only the relevant sections.

Integration -

Fully integrated with third parties, including translation agencies, external legal and document aggregators.

Reporting -

Full support of multi-language versions and jurisdiction-specific variants, incorporating document repositories with full version control.

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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