Fundamatic helps asset allocators build more effective and productive operations. We automate fundamental yet laborious document capture and data processing tasks, freeing up your people and hours of their time.
Our clients typically manage 100 funds or more, but whatever your scale we can help your organization to increase automation, unlock efficiencies, and drive growth.
Endowments and Foundations
Endowments and foundations must navigate economic headwinds and geopolitical instability as they generate steady returns on capital. Investment committees are putting pressure on operations leaders to control costs in an inflationary environment while simultaneously expecting improvements in the quality and timeliness of data used by asset managers.
Fundamatic offers the optimal balance, delivering trusted data with maximum efficiency. Endowments and foundations use our solution to automate document capture, classification and integration tasks, giving them more accurate data in a fraction of the time. The team resources that are released can be reinvested in other operational tasks. Available document analytics provides comprehensive visibility of investment positions and data completeness. By aligning data with workflows, increased productivity and smarter investment decisions can be achieved simultaneously.
Pension Funds
Pension funds are being challenged to deliver stable investment performance in an economic environment disrupted by inflationary forces, shifting geopolitics, and changing demographics. Boards understand that asset managers need accurate and timely data to make strategic investment decisions and monitor performance. At the same time, they expect tight control of costs.
Fundamatic enables operations leaders to meet these divergent demands. Pension funds use our technology to bring unparalleled automation to laborious document capture, classification and integration tasks. Efficient and accurate data flows feed advanced document analytics that bring transparency to investment positions, enhancing control over plan risk, performance, and exposure.
Family Offices and
Wealth Managers
Rising affluence and a generational transfer of wealth are driving change for family offices and wealth managers. Improvements to infrastructure are needed to improve the performance and increase the transparency of investment strategies. The answer to these demands lies in more timely and accurate flows of the data used make investment decisions and monitor performance.
Fundamatic serves wealth managers and family offices managing around 100 funds or more. Our document automation technology unburdens family office teams from essential yet laborious document capture, classification and integration tasks. Available document analytics provides comprehensive visibility of investment positions and data completeness, improving the quality of investment decisions and making performance more transparent. The time saved can be directed to other operational tasks and upskilling people to take action on document and data insights.
Asset Managers
(Fund of Funds)
Risk, performance and costs are perpetual challenges for asset managers, with complex portfolios facing layered and therefore higher fees and the associated dilution of returns, plus the potential for overlapping investments. Maintaining an accurate flow of documents and data is essential to monitor and mitigate these effects.
Fundamatic is used by asset managers overseeing portfolios with around 100 funds or more. Our document automation technology takes care of essential yet laborious document capture, classification and integration tasks. Available document analytics provides comprehensive visibility of investment positions and data completeness, improving insights for investment decisions, revealing overlapping investments, and making performance and costs more transparent.
Outsourced Chief
Investment Officer (OCIO)
Meeting the high expectations of clients while not being directly part of their organization heightens the challenges for OCIOs and consultants of managing risk, performance and costs in investment strategies. Maintaining an accurate flow of documents and data is essential for monitoring portfolio performance and bringing transparency to investment strategies.
Fundamatic is used by OCIOs and Consultants that manage portfolios with around 100 funds or more. Our document automation technology takes care of essential yet laborious document capture, classification and integration tasks. Available document analytics provides comprehensive visibility of investment positions and data completeness, improving insights for investment decisions and making it easier to report on strategies and performance.
“I was impressed by the breadth of capabilities in Fundamatic and we appreciated the clear and honest approach during product evaluation.”
Sean Griffiths, Director, StepStone Group.
