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 efficiency 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
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