Cut documentation time by 95%
Cut documentation time by 95%
Cut documentation time by 95%
Trusted by Leading Operations Teams
Trusted by Leading Operations Teams
Trusted by Leading Operations Teams
Asset Management Document Automation
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 But when it comes to documenting internal processes, most firms are stuck using outdated tools that fail to keep up with complexity.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.
Asset Management Document Automation
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 But when it comes to documenting internal processes, most firms are stuck using outdated tools that fail to keep up with complexity.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.
Asset Management Document Automation
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 But when it comes to documenting internal processes, most firms are stuck using outdated tools that fail to keep up with complexity.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
A Better Way to Capture, Share & Maintain Asset Management SOPs
Common Use Cases for Asset Managers
Designed for Modern Asset Management Teams
Security & Data Governance You Can Trust
Key Benefits of Document Automation for Asset Management Firms
Why Fluency?
The Problem With Process Documentation in Asset Management
A Better Way to Capture, Share & Maintain Asset Management SOPs
Common Use Cases for Asset Managers
Designed for Modern Asset Management Teams
Security & Data Governance You Can Trust
Key Benefits of Document Automation for Asset Management Firms
Why Fluency?
The real cost of manual process documentation
Time Drain
Teams lose 4–6 hours per process on tedious, error-prone documentation.
Key Person Risk
Critical knowledge stuck in people’s heads leads to costly dependencies.
Compliance & Audit Stress
Outdated or inconsistent SOPs increase audit risk and regulatory exposure.
The real cost of manual process documentation
Time Drain
Teams lose 4–6 hours per process on tedious, error-prone documentation.
Key Person Risk
Critical knowledge stuck in people’s heads leads to costly dependencies.
Compliance & Audit Stress
Outdated or inconsistent SOPs increase audit risk and regulatory exposure.
The real cost of manual process documentation
Time Drain
Teams lose 4–6 hours per process on tedious, error-prone documentation.
Key Person Risk
Critical knowledge stuck in people’s heads leads to costly dependencies.
Compliance Risk
Outdated or inconsistent SOPs increase audit risk and regulatory exposure.
Documentation that writes itself
1. Click record
Start with one click—no screenshots or formatting required.
2. Do your work
Run your workflow as usual. Fluency auto-records every action with full context.
3. Instant SOP
Get a complete, production-ready SOP in minutes—ready to share or store securely.
1. Click record
Start with one click—no screenshots or formatting required.
2. Do your work
Run your workflow as usual. Fluency auto-records every action with full context.
3. Instant SOP
Get a complete, production-ready SOP in minutes—ready to share or store securely.
Documentation that writes itself
Documentation that writes itself
1. Click Record
Start with one click—no screenshots or formatting required.
2. Do your work
Run your workflow as usual. Fluency auto-records every action with full context.
3. Instant SOP
Get a complete, production-ready SOP in minutes—ready to share or store securely.
50x Faster Documentation
Transform 4-6 hours of manual writing into a 5-minute recording task, with AI that captures every step automatically
Never Lose Institutional Knowledge
Create a single source of truth that standardises processes, cuts onboarding by 80%, and eliminates knowledge silos.
Business Context, Not Just Clicks
Our AI captures the "why" behind each action, creating comprehensive documentation that explains the full process
50x Faster Documentation
Transform 4-6 hours of manual writing into a 5-minute recording task, with AI that captures every step automatically
Never Lose Institutional Knowledge
Create a single source of truth that standardises processes, cuts onboarding by 80%, and eliminates knowledge silos.
Business Context, Not Just Clicks
Our AI captures the "why" behind each action, creating comprehensive documentation that explains the full process
50x Faster Documentation
Transform 4-6 hours of manual writing into a 5-minute recording task, with AI that captures every step automatically
Never Lose Institutional Knowledge
Create a single source of truth that standardises processes, cuts onboarding by 80%, and eliminates knowledge silos.
Business Context, Not Just Clicks
Our AI captures the "why" behind each action, creating comprehensive documentation that explains the full process
Enterprise-Grade Security
Protect your process knowledge with infrastructure that meets enterprise compliance standards. Every recording, every SOP—secure by default.
SOC 2 Type I & II
Independently audited controls. Certified compliance with industry-leading standards.
End-to-End Encryption
All data is encrypted in transit and at rest using modern cryptographic protocols.
PII Redaction
Automatically detects and redacts personal data, passwords, and other sensitive fields.
Role-based Access Controls
Australian Data Sovereignty
Third-party Penetration testing
Enterprise-Grade Security
At Fluency, we understand that processes often contain an organisation's most sensitive information.
SOC 2 Type I & II
Independently audited controls. Certified compliance with industry-leading standards.
End-to-End Encryption
All data is encrypted in transit and at rest using modern cryptographic protocols.
PII Redaction
Automatically detects and redacts personal data, passwords, and other sensitive fields.
Enterprise-Grade Security
At Fluency, we understand that processes often contain an organisation's most sensitive information.
SOC 2 Type I & II
Independently audited controls. Certified compliance with industry-leading standards.
End-to-End Encryption
All data is encrypted in transit and at rest using modern cryptographic protocols.
PII Redaction
Automatically detects and redacts personal data, passwords, and other sensitive fields.
Role-based Access Controls
Australian Data Sovereignty
Third-party Penetration testing
Case studies
© 2025 Farmor Software Pty Ltd T/A Fluency
Case studies
© 2025 Farmor Software Pty Ltd T/A Fluency
Case studies
© 2025 Farmor Software Pty Ltd T/A Fluency