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Average Ratings 0 Ratings

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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

The "Polaris Platform" grants our organization comprehensive oversight throughout every stage, from acquiring data to generating reports and conducting monitoring activities. This strategic platform, known as "Polaris," offers exceptional adaptability, allowing us to swiftly respond to changing regulations. In addition, the "Polaris Platform" handles necessary conversions, upgrades, and reformatting of collected data, ensuring it is ready for submission. It also streamlines intricate workflow processes, enabling both us and our clients to assess outcomes and verify precision throughout the entire cycle. Moreover, it seamlessly adjusts to shifts across various institutions, locations, and legal jurisdictions without necessitating system overhauls, which minimizes implementation timelines. The platform serves as a versatile foundation for achieving compliance and addressing both present and future reporting requirements established by regulatory bodies. This includes the ability to gather information from multiple client systems while enhancing the validation, conversion, and reformatting of data. Ultimately, the "Polaris Platform" not only simplifies compliance but also enhances overall operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel

Integrations

Microsoft Excel

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

MAP FinTech

Country

United Kingdom

Website

mapfintech.com/polaris-platform/

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Product Features

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