FundSense provides solutions to increase efficiency, data quality, governance & collaboration across every department in asset management firms.
 Intelligent Automation functionality includes workflow tools for fund launches, regulatory & client reporting, and data management & dissemination; a powerful document analyser to extract and verify any information in any document, and chatbots / portals for staff, advisers and customers.

The flexibility of the FundSense platform allows us to  deploy a wide variety of solutions including process management, people management, project management, CRM, portals and chatbots. However, we are  aware that many problems and challenges – whether for the firm, the client or the adviser - exist across the industry.

It is for this reason that we have developed a vast and growing suite of tools, that can  be quickly customised and deployed to meet exact requirements, and easily modified as business requirements or regulations change.