AVIATe - Assessment of Value Intelligent Automation Technology

Powered by FundSense

AVIATe is the Intelligent Automation solution from FundSense and ISC that supports
a “best practice”, operationally efficient approach to AoV, that enables firms to
improve governance, reduce risk and shorten the reporting cycle by up to 50%.

The Assessment of Value Challenge​

Assessment of Value is integral to product governance. It requires timely and accurate information to be assembled from across the organisation and presented clearly to allow the asset manager, fund boards and regulator to demonstrate “value for money”.

Pulling this information together can be a significant overhead for Operational and Product teams and impact the ability of an asset manager to make informed assessments, take corrective action and publicly explain “value” decisions.

AVIATe is an intelligent workflow solution that supports a “best practice”, operationally efficient approach to Assessment of Value (AoV) that improves governance and reduces risk.

Resolving the Challenge

Combining the best of FundSense technology and ISC’s Transformation & Regulatory expertise, AVIATe manages the entire Value Assessment Report process - from data gathering and sign-off to report generation and dissemination.

AVIATe is an intelligent workflow solution that supports a “best practice”, operationally efficient approach to Assessment of Value (AoV) that improves governance and reduces risk.

Business Benefits

Governance

Governance is reliant on accurate and timely information. AVIATe intelligent workflow enforces internal controls and SLAs, provides  transparency of the end-to-end AoV process and ensures that assessments are based on quality assured, auditable information.   

Regulation

Regulations will always change. AVIATe is a flexible solution that can be easily extended to support evolving “value for money” regulations such as EU Retail Investment Strategy and Overseas Fund Regime.   

Automation

Data should always be reliable, available and transparent. AVIATe intelligent workflow supports full automation from data collection to report production, easy integration with data sources, data validation and continuous process improvement tools.

Cost Savings

Good governance and regulatory compliance comes at a cost. AVIATe can help you cut down on the effort needed to complete your value assessment report and to scale-up without more resource.

Features Include

  • Best practice AoV process “out of the box”
  • Customisable journey from data collection to report generation
  • Easily tailored to align with client’s AoV process and new regulation
  • Intelligent workflow automation (RPA, AI)
  • Tailored flexibility balancing full automation and manual intervention at each stage
  • Support for all data points, smart narrative generation, business rules, SLAs, and sign-offs
  • Simple Integration with internal / external systems
  • Ongoing process improvements tools
AVIATe Screenshot2
AVIATe screenshot

Request a Demo

If you would like to find out more about how AVIATe can streamline your Assessment of Value and to request a demo, please contact us:

Contact us to request a demo

Fund Mergers: Navigating Complexity in Asset Management

One activity that we expect to see a lot of in Asset Management in the coming years is consolidation of funds. We see a number of drivers for this, for example squeezed fees creating tighter margins that make sub-scale funds uneconomic, increasing interest in reducing the discounts on Investment Trusts, and government incentives to consolidate council pension schemes.

Merging collective investment funds can be a complex process with numerous operational challenge, but it’s a fairly well trodden route where experience can help

READ MORE

Jargon Busting: Fund Tokenisation – Decoding the Digital Investment Revolution 

Fund tokenisation is creating a stir in the investment management industry, and it comes with a whole new vocabulary. Let’s get down to some jargon busting where we’ll unravel the buzzwords and simplify the process:

READ MORE

Fund Tokenisation – 10 challenges you should be aware of…

As the topic of Fund Tokenisation in Asset Management continues to gather rapid pace and take-on here in the UK and other regions, whilst offering numerous potential benefits, it also poses several challenges – We have highlighted 10 key areas that you should be aware of:

READ MORE

Fund Tokenisation – Market Activity

Last year we mentioned that Fund Tokenisation could be the next big thing in UK Asset Management and across the globe.
As we move into 2025, what does the landscape look like for Fund Tokenisation?
Let’s look at some headline market activity in this space during the last 6 months…

READ MORE

Some Thoughts on the Implementation of an ETF Capability

The rise of ETFs is impossible to ignore! From $1 trillion in assets in 2008 to over $15 trillion in early 2025, ETFs are reshaping modern investment portfolios.

With their diversification, liquidity, and low costs, they’ve become a must-have for investors. For investment managers, incorporating ETFs into their offerings is becoming a strategic move, complementing traditional mutual funds while introducing new opportunities and challenges.

Adapting to this shift requires careful adjustments to ensure smooth operations and maintain investor confidence.

READ MORE

Front Office Control Framework: A Current Perspective on Asset Management Industry Best Practices

Front office controls has emerged as a hot topic in 2024 and promises to be an area of continued focus in 2025 in response to increased regulatory scrutiny. In the following article we explore what good looks like and how to approach building a market leading FOCF.

READ MORE

Product Master Series – Building a Business Case

Mastering fund and product data is not just about operational efficiency; it’s fast becoming a regulatory imperative. It is becoming increasingly apparent that a mature data master is critical to meet everchanging regulatory requirements.

READ MORE

Operational Resilience Update – Vulnerabilities and Remediation

Under Operational Resilience, a firm’s mapping and scenario testing should identify vulnerabilities that may prevent them from remaining within impact tolerance for severe but plausible scenarios.
Firms should have significantly advanced remediation activities for these vulnerabilities to ensure compliance by 31 March 2025. Remediation plans must be approved, fully funded, and well-governed, with closure evidence provided through repeated scenario tests to verify resolution

READ MORE

The Role of Regulatory Horizon Scanning within the Investment Management Regulatory Change Operating Model

This article looks at how a regulatory horizon scanning solution fits into the regulatory change operating model and supports investment managers in meeting their regulatory obligations and strategic business objectives

READ MORE

ISC Regulatory Change Forum – June 2024

We are excited to share the success of ISC’s latest Regulatory Change Forum, where Jonathan Boswell and Patrick Ralison FCCA, MSc. presented our horizon scanning and discussed major issues impacting the evolving regulatory landscape.

READ MORE

Contact us to find out more

ISC is all about helping our clients be successful. Clients receive a personal relationship with our talented and pragmatic consultants, whose goal is to help them achieve success.

CONTACT OUR TEAM