• Fund Data and Document Management with AI

    Streamline data accuracy, dematerialise documents, and ensure compliance across Fund data.

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    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.
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    Insights, Analysis, and Trends in Fund Management

    Documents are the lifeblood of the Funds Industry. From Prospectuses to SFDR and PRIIPS KID,...
    Compliance is a top priority for Asset Managers, but it's also one of the most challenging...
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  • AI-Driven Services

    Comprehensive solutions tailored to elevate your fund data management capabilities.

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    Enhance Data Accuracy

    Our AI algorithms analyze and validate fund reference data, ensuring it is accurate and up-to-date.

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    Streamline Document Management

    We dematerialize unstructured documents, transforming them into structured data sets that are easy to manage and analyze.

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    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.