SS&C Blog

BLOGS. December 6, 2023

Document Management in the Age of Artificial Intelligence

Asset owners face several challenges in their document and data management processes, like data accuracy, document storage, data collection and lack of uniformity in the material received from their investment managers. Each year, a portfolio with 100 private investments receives on average 4,000 documents from fund managers. Investors want details on their investments and expect transparency and security from their managers. This leaves asset owners dealing with a steady stream of unstructured data. Proper document management is the first step in delivering critical data to support all investment functions.