The Vision behind our Library for Data Automation

The work carried out across the funds industry has become more varied and more complex. Data arrives in different formats, from different systems and with different levels of structure. Teams spend large parts of their day shaping, checking and moving that data before any real analysis can begin. 

We built our workflow automation library to change that.

The goal is simple. Give firms a set of ready-made components that handle the repetitive and time-consuming parts of their data processes. These components cover parsing, matching, validating, enriching, and reviewing data at scale. They slot together to form full workflows without writing code.

Human review remains part of the flow and gives teams control over the final output. The result is a system that adapts to whatever data the business receives. Our vision goes beyond automating today’s processes. We want firms to respond to new requirements instantly. When regulators introduce a new check, teams should add it to an existing workflow in minutes. When a new data source appears, it should be mapped without waiting for development cycles.

This is where the library becomes most valuable.

• Workflows are modular.
• Changes are safe and controlled.
• New processes can be built during the working day.
• Automation grows with the business instead of slowing it down.

Over time, most core workflows will arrive pre-configured. Firms will build on top of a strong base instead of starting from scratch. AI Agents will handle the messy inputs, and deterministic steps will keep outputs consistent. People will supervise the system and guide improvements.

This is the future we’re building toward at Fund Recs.

A library that gives teams control.  A platform that adapts in real time. A way of working that removes friction from operations. The aim is to free teams from manual effort and let them focus on the decisions that matter.