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The #1 Library for Data Automation

Access a growing library of ready-to-use workflows that transform how you manage data and oversight.

Join leading firms like Neuberger Berman in asset management, Alchelyst in fund administration and SumiTrust in depositary, using Fund Recs to automate oversight and streamline operations.

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Income, Expense & Accrual Controls

Add controls to check a funds income, expense and accruals. We offer dozens of individual checks you can automate. 

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U.S. Bank

With automated U.S. Bank interfaces, clients can seamlessly deliver data into workflows from both U.S. Bank Fund Admin & U.S. Bank Custody.

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Waystone

With automated Waystone interfaces, clients can seamlessly deliver data into workflows from Waystone Fund Admin.

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