FundSense
Stand: WH4
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The FundSense platform enables asset managers & wealth managers to maximise their efficiency, productivity and data accuracy.
Our Digital Toolkit includes workflow tools for SDR, PAI calculations, EET creation, fund launches, reporting & data management; a powerful document analyser to extract and verify any information in Factsheets, KIIDs, contracts etc. and chatbots / web portals for staff, advisers and customers.
Incorporating Robotic Process Automation, Business Process Management & Artificial Intelligence, our solutions are fully customisable to ensure that every process is optimised for both organisation and user.
FundSense eliminates manual processes, error-prone tasks and over-reliance on spreadsheets / inefficient systems, enabling improved governance and compliance across the entire organisation.EET,