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Vendor Templates

Automate vendor template creation

Transform your reporting to vendors with FundSense Intelligent Automation.

FundSense automates the population, creation and dissemination of any vendor templates, both for new funds/share classes and on an ongoing basis.

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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.

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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