Read our latest case study: Optimising Document Automation with Factsheet Module

FE fundinfo is a leading financial data company connecting asset managers to wealth managers in the UK, Europe and Asia Pacific. Through their data and intelligence, they empower the investment management industry to drive asset growth, reduce operational costs and manage risk, reducing time to market via preferred distribution channels.

The partnership, which initially kickstarted in 2020 has been working together to deliver modern digital solutions to manage data and streamline processes to provide substantial benefits to FE fundinfo’s customers.

In 2023, the combined teams celebrated being finalists at the Digital Technology Leaders Awards, which was a testament to the hard work taking place to enhance the products and services for FE fundinfo.

Optimising Document Automation with Factsheet Module

Recently, the Godel team have been involved in the development and implementation of a new factsheet module for fund providers.

The factsheet module allows the production of factsheets which outline information about the provider’s funds. Initially, the process of creating factsheets was manual, requiring frequent updates and uploads. The product, currently in its early stages, offers significant improvements over the old system, including higher efficiency in handling large volumes of documents and a clearer workflow.

We have worked with Godel on several strategic projects over the last few years.  The factsheet module is the latest example and demonstrates the continued success of our ongoing collaboration.

Kevin Scott, Head of Software Delivery – Asset Management Services at FE fundinfo

This case study highlights the benefits of automation and collaboration between internal and external teams. By leveraging Godel’s expertise, the new factsheet module significantly improves document production efficiency, accuracy, and scalability.

View the full FE fundinfo and Godel case study HERE.