AI and Roboticization
FA Extractor:
Machine Reading
Automatically extract key information from fund documents, such as KIIDs, PRIIPs KID and Prospectus.
FA NLP:
Robo-Rules
Automatically convert complex investment restrictions (extracted from prospectus and KIIDs using FA Extractor) into concise system generated Robo Rules in seconds. Rules can then be automatically assigned to portfolios and ready to run.
FA Insights
Beautiful Interactive BI dashboards. Filter, drill down and further explore the data. Over 180 pre-configured dashboards to cover all investment compliance, risk and regulatory reporting.
Voice Control
Interact with your data through voice commands. With a single voice command, you can retrieve and hear your numeric KPIs, risk etc.
FA Factsheets
Automated production of beautiful digital factsheets, KIIDs, PRIIPs KID and Prospectus in seconds. Plus interactive analytics and widgets to embed into your own website
FA BPM
Massively improve business effciency through embedded business process management. Using AI to include: oversight, fiduciary oversight of risk and compliance.
Our Global Funds Technology
Available as a cloud-based system
Integrations with multiple fund admins and prime-brokers
Integrated security data
Out-of-the-box reporting
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let us build software you can be proud of.
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