Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
DocuPost is a digital mailing service that enables companies to seamlessly upload, design, and send physical letters, postcards, and checks via the U.S. Postal Service directly from an online dashboard, eliminating the need for trips to the post office and traditional mailing methods through a more efficient digital process. Users have the flexibility to send both single and bulk mail with various customizable features, including choices for color or black-and-white printing, options for single or double-sided pages, and the ability to select from USPS services such as First Class, Standard, Priority, and Certified Mail, as well as return receipts and tracking capabilities. The platform ensures the secure mailing of sensitive materials in compliance with HIPAA standards and offers integrations with customer relationship management and productivity applications like HubSpot and FileVine, alongside tools for managing mailing lists and address books for frequent usage. In addition, DocuPost allows users to send professional business checks with personalized logos, attach PDF documents, schedule mailings for future dates, and monitor the status of their mailings through a user-friendly dashboard, enhancing overall efficiency in postal communications. With its comprehensive suite of features, DocuPost serves as an invaluable resource for businesses looking to modernize their mailing processes.
API Access
Has API
API Access
Has API
Integrations
Filevine
Google Docs
HubSpot CRM
QuickBooks Online
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
95¢ per page
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
DocuPost
Country
United States
Website
docupost.com
Product Features
Product Features
Direct Mail Automation
A/B Testing
Analytics/Reporting
Campaign Management
Data Import/Export
Delivery Tracking
Design Management
Event Triggered Mailings
List Scrubbing
Mailing List Purchasing
Mailing Services Integration
Pre-made Templates
Printing Services Integration
Response Alerts