
Fund Data and Document Management with AI
Streamline data accuracy, dematerialise documents, and ensure compliance across Fund data.
Change the way Asset Managers handle fund data and documents
- Data Overload: The sheer volume of data from various sources can be overwhelming, leading to inaccuracies and inefficiencies.
- Document Complexity: Managing documents like Prospectuses, SFDR, and PRIIPS KID requires meticulous attention to detail to ensure compliance and alignment.
- Regulatory Pressure: Staying compliant with ever-evolving regulations is a constant battle, demanding significant time and resources.
Subscribe to Our Insights and Updates
Insights, Analysis, and Trends in Fund Management
18 de abril de 2025Documents are the lifeblood of the Funds Industry. From Prospectuses to SFDR and PRIIPS KID,...15 de abril de 2025Compliance is a top priority for Asset Managers, but it's also one of the most challenging...1 de abril de 2025In the Funds Industry, data is king. But with great data comes great responsibility. Asset...AI-Driven Services
Comprehensive solutions tailored to elevate your fund data management capabilities.
Enhance Data Accuracy
Our AI algorithms analyze and validate fund reference data, ensuring it is accurate and up-to-date.
Streamline Document Management
We dematerialize unstructured documents, transforming them into structured data sets that are easy to manage and analyze.
Ensure Compliance
Our technology automatically checks for alignment between documents, such as ensuring SFDR Pre-Contractual documents are in line with Prospectuses, and verifies that fees comply with regulatory boundaries.