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Why FundSense for Vendor Templates?
Governance -
Ensure your data is always consistent and correct across the market - FundSense Intelligent Databasing maps your data points to every vendor and platform. Ensure key vendors stay on track with automated reconciliation.
Automation -
FundSense automates the population of any template - including openfunds, Morningstar, Bloomberg and Refinitiv - incorporating all client and vendor data rules to ensure first-time acceptance.
Integration -
FundSense integrates with vendors to ensure templates are delivered in the preferred manner - SFTP, email or directly uploaded to the vendor portal.
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