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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Efficiently and accurately construct and publish regulatory documents by leveraging a data-driven strategy for content management. With DocuBuilder, you can decompose, categorize, and reuse smaller content elements, such as mutual fund details and service descriptions. The platform's rich metadata tagging system simplifies the integration of these elements into any document, facilitating seamless usage across various contexts. By utilizing DocuBuilder, you gain mastery over intricate regulatory fund documents, as it links content components throughout different documents and outputs. When you modify content in a single file, DocuBuilder allows you to quickly find and update all other documents that utilize the same content, thereby enhancing the efficiency of updating mutual fund regulatory documents. Furthermore, the system automatically formats the output to comply with SEC filing requirements. This accelerates the update process and promotes consistency. In essence, DocuBuilder empowers users to effortlessly create, modify, package, and deliver intelligent content from a unified source, ultimately conserving precious time and resources while improving overall productivity. By streamlining the documentation process, DocuBuilder ensures that regulatory compliance is both manageable and efficient.

Description

Efficiently manage your information by adopting a digital transformation strategy that includes the digitization and automation of business processes. This approach allows for remote access to information, leading to improved decision-making and enhanced customer service. With DocuClass, you can oversee the entire information lifecycle, which encompasses capturing, accessing, managing, automating processes, integrating, archiving, and distributing documents. Streamlining and organizing your document management with DocuClass enables you to optimize processes, perform tasks, handle exceptions, and enforce business rules while eliminating redundancies. Gain immediate access to critical information from any location at any time, while also controlling access and permissions to ensure compliance with tailored rules and regulations. By removing manual tasks and lowering operational costs, companies that have integrated DocuClass have successfully transformed their information management practices within their business processes, leading to significant efficiency gains. Embracing this technology not only enhances productivity but also positions your organization for future growth in an increasingly digital landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

VMware Cloud No 

Integrations

VMware Cloud Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Broadridge

Country

United States

Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/composition-and-publishing-for-legal-documents

Vendor Details

Company Name

Cima Software

Founded

1992

Country

United States

Website

cima-software.com

Product Features

Product Features

Delivery Management

Customer Portal No 
Dispatch Management No 
Driver ETA No 
Driver Management No 
For Courier Services No 
For Freight No 
For Restaurants No 
Order Tracking No 
Routing No 
Scheduling No 
Signature Capture No 
Surveys & Feedback No 

Logistics

3PL No 
Barcoding / RFID No 
CRM No 
Container Tracking No 
Cross Docking No 
Fleet Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Scheduling No 
Shipping Management No 
Transportation Management No 

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