Helping asset managers report, launch funds and manage data & processes more efficiently with Intelligent Automation
Do all your share class launches follow nicely in line with the fund launch? Efficiently managing the launch of multiple share classes that, despite sharing many data points with the parent/each other, can progress at different speeds (due to internal or external forces), is a challenge for many asset managers. The FundSense platform automates the handling of ‘share class divergence’ based on the business rules of the firm, including: Applying all applicable data points across all share classes to eliminate re-keying; Prioritisation (where applicable) of the primary share class; Built-in pathways to handle progression to launch at different speeds, e.g., separate a class launch process entirely, hold some share classes until the slowest catches up, etc; If/when appropriate, bring all data back together, e.g. for reporting to data vendors. #assetmanagement #intelligentautomation
Director of JoyndUp Ltd bringing together distributors with exciting technology solutions
5moI suppose it is too obvious to say that the dog has worked so hard to get his ducks in a row but with little success. Using FundSense means less effort for greater rewards.