Asset Management Document Automation that Keeps Pace with Your Processes

Asset management is built on precision, compliance, and operational scale. But when it comes to documenting internal processes, most firms are stuck using outdated tools that fail to keep up with complexity.

Fluency provides intelligent, real-time asset management documentation - automatically capturing workflows and turning them into structured SOPs, with no disruption to your existing systems. Whether you're onboarding clients, maintaining compliance, or managing investment operations across multiple offices, Fluency gives your teams clear, accurate documentation without the manual effort.

The Problem With Process Documentation in Asset Management

Operations teams in asset management are often tasked with documenting:

• Client onboarding procedures
• Compliance workflows
• Software platform usage
• Internal control processes
• Investment committee decisions

But most firms still rely on Word documents, SharePoint folders, or email threads to manage this critical information. These manual methods are time-consuming, prone to version drift, and difficult to audit.

The result? Teams spend hours creating software asset management process documents that are already outdated by the time they're shared. That's not scalable - or secure.

A Better Way to Capture, Share & Maintain Asset Management SOPs

Fluency changes how documentation is created in asset management firms. Using our platform, teams capture digital and physical processes as they happen. Fluency then automatically turns those actions into structured SOPs, complete with:

• Clear, step-by-step actions
• Annotated screenshots
• Business logic for context
• Centralised version history

This means you don't just capture the "how" - you document the "why," giving every team member clarity and control across processes and departments.

Common Use Cases for Asset Managers

Asset managers use Fluency to document high-value, high-risk workflows that demand consistency, compliance, and speed.

Client Onboarding

Map onboarding across platforms like CRMs, compliance systems, and back-office tools - ensuring standardisation across teams and regions.

Fund Lifecycle Operations

Document processes around trade execution, settlements, NAV calculations, and reporting cycles to reduce variability and improve audit readiness.

Knowledge Transfer

Capture institutional expertise before key team members exit - especially across investment operations, middle office, and client services.

Internal Controls & Compliance

Demonstrate procedural consistency in risk mitigation and oversight processes - helping you stay ahead of regulatory scrutiny.

Software Usage SOPs

Create software asset management process documents that guide teams on how to use internal systems - whether proprietary or vendor-based.

Designed for Modern Asset Management Teams

Fluency is built for firms navigating complexity - especially those with:

• Onshore and offshore teams
• Multiple office locations
• Regulatory obligations across jurisdictions
• Rapid growth or transformation projects

Whether you manage 50 staff or 500, Fluency ensures your asset management documentation is accurate, accessible, and auditable - without introducing friction.

Security & Data Governance You Can Trust

In asset management, protecting data and meeting compliance standards is critical. Fluency delivers:

• SOC 2 Type I & II certification
• End-to-end encryption in transit and at rest
• Role-based access controls
• Automatic redaction of sensitive information (e.g. passwords, PII)
• Full audit trails and document histories
• Australian data residency for firms with local compliance needs

Key Benefits of Document Automation for Asset Management Firms

Reduce documentation time by 80%

Capture workflows once and let Fluency generate production-ready SOPs.

Improve transparency across investment and operations teams

Everyone sees the same process - no matter the location.

Enhance compliance readiness

Ensure all procedures are tracked, timestamped, and easily accessible during internal or external audits.

Support seamless scaling

Document your playbook as you grow, so processes don't fall behind expansion.

Why Fluency?

Fluency is more than documentation software - it's an operational clarity tool for asset managers. By automating how you capture, create, and update your internal SOPs, Fluency reduces manual effort, preserves institutional knowledge, and gives your teams the tools to scale efficiently and securely.

In a world where process gaps create risk, Fluency ensures your operations are fully documented, compliant, and ready for what's next.