Fundamatic delivers the documents you need and data you can trust, consistently and reliably, with minimal system management.
Your people will love it because they don’t have to think about it.
“Our people are smart and highly educated. By removing mundane document processing tasks, our business makes better use of their skills and they find work more rewarding.”
Sean Griffiths, Director, Stepstone Group
AUTOMATE THE FUNDAMENTALS
It’s not true automation if it’s not end-to-end.
We invest just as much in automating primary document capture tasks as we do in seemingly more complex data extraction processes.
EXTRACT MEANING AND VALUE
Fundamatic gets your documents ready to go to work… and then some.
Acquire captures, classifies, names and tags, then integrates documents into your systems and workflows.
Analyze goes further, intelligently extracting the data fields you specify. Our proprietary document understanding models combine comparative and contextual techniques for unparalleled accuracy.
FUNDAMATIC IN 4 STAGES
Capture
Seamlessly connects to virtually all fund products
Onboards in minutes
Automatically captures all new docs daily
Email tool captures data not posted to portal
Classify
Incoming docs are classified within seconds
Naming and tagging is automatically and consistently applied
Automatically separates docs by investment vehicle
Extract
Proprietary models deliver highest accuracy data extraction
Funds mapping gives global visibility of investment positions
Smart alerts for incomplete data to ensure nothing is missed
Integrate
Pushes docs and data directly into workflows
Seamless integration with major CRM and DMS solutions
And we'll build any additional integration required
Trusted Data
Manually capturing fund documents and rekeying data into management systems is costly, time-consuming, and prone to error.
Fundamatic automates the process from end-to-end, with complete transparency.
The result is more timely and accurate data. It’s easier to manage and allocators know they can trust it.
Quietware™
So much software demands a lot of attention, but Fundamatic builds Quietware™ .
We quietly take care of business-critical processes, delivering what allocators need without fuss.
By automating daily tasks and removing distractions, Fundamatic unleashes your human capital.
Fundamatic has been built to seamlessly connect with most major CRM and DMS solutions. Our integrations are highly tested for stability and proven in the field. And if we don’t have the integration you need, we’ll build it.
IS FUNDAMATIC RIGHT FOR YOU?
Answer 2 questions and find out how Fundamatic can help your business.
Describe your business…
Answer 2 questions and find out how Fundamatic can help your business.
How many funds do you manage?
Thank you for answering.
Balancing the demands of investment performance and cost control is an ongoing challenge for endowments and foundations. Fundamatic clients typically manage 100 funds or more, but we can help firms with smaller portfolios to find efficiencies and drive growth.
Book a personalized demo and see how Fundamatic can help you:
