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Average Ratings 2 Ratings

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support

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

Streamline your business and embrace the future with DocuWare! Transform tedious manual processes into smooth, digital workflows and swap disorganized paperwork for secure, easily accessible electronic documents. Ideal for businesses aiming to boost efficiency, DocuWare offers top-tier features in document management and workflow automation. Experience seamless text extraction, document archiving, and control with our cloud-based solutions, ensuring information is accessible anytime, anywhere. Trusted by over 19,000 customers worldwide, DocuWare is your partner in digital transformation, driving productivity and sustainability by reducing paper use.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axon Ivy
Cognitive Workbench
EzeScan
FactWork
GoFormz
Microsoft Outlook
Microsoft SharePoint
Motileo
Objective 3Sixty
PSIcapture
QuickBooks Online
ReturnPro
SAP Cloud Platform
VIDchain
VIDsigner
YSoft SAFEQ
sproof sign

Integrations

Axon Ivy
Cognitive Workbench
EzeScan
FactWork
GoFormz
Microsoft Outlook
Microsoft SharePoint
Motileo
Objective 3Sixty
PSIcapture
QuickBooks Online
ReturnPro
SAP Cloud Platform
VIDchain
VIDsigner
YSoft SAFEQ
sproof sign

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$225.00/month
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

DocuWare

Founded

1988

Country

United States

Website

docuware.com

Product Features

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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