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Fund Reader - Fortia
Fund Reader

Your data.
Your repository.
Powered by Fund Reader.

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Creating, updating and feeding a repository is unsurprisingly one of the biggest challenges for funds industry professionals. With the growing volume of data, the fund repository integrity has proven to be very difficult to maintain. Manual data entry and storage are prone to errors due to the number of steps involved. Current decentralized systems make any data update a real challenge. We are committed to deliver the best AI Solution for your funds referential data challenges.

The Fund Reader is the first automated repository solution to extract up to 90 fields, relevant characteristics, rules, investment restrictions and guidelines from fund prospectuses and update your repository in a matter of seconds. Fund reader will help you centralize your repository data in one place and considerably facilitate its update process.

Fund Reader brings your repository together!

With Fund Reader:

With Fund Reader:

  • Automatically detect & extract relevant characteristics, rules, investment restrictions & guidelines from a regulatory document
  • Process & interpret data automatically
  • Check & validate the accuracy of your data

Features include:

  • Financial/technical fields mapping
  • Results monitoring
  • Document management and segmentation capabilities (tables, cells in PDF)
  • Data validation at fund, sub-fund and class level
Features include:
Benefits

Benefits

  • Become your own data provider
  • Maintain a high quality of your data
  • Reduce costs associated with your repository management
  • Keep your own fund repository clean and up-to-date
Value Creation

Value Creation

We give your own fund repository a real business value powered by deep learning capabilities

Speed

Speed

It only takes us 30 sec to 3min to detect and extract up to 90 fields

Efficiency

Efficiency

Move fast in improving your repository and work stress-free using one single solution

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