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
Our proprietary technology serves as a scalable solution for regulatory needs, widely adopted by numerous firms. To date, we have successfully processed and reported over 4.5 billion entries while assisting more than 100 legal entities. This technology is crafted to enable firms to navigate their regulatory reporting obligations effectively, ensuring compliance with the necessary requirements. Financial institutions, service providers, and corporations face strict demands from regulators to deliver precise and timely data to trade repositories, approved reporting mechanisms, and national authorities. The Point Nine team recognizes the complexities involved in this process. We aim to alleviate this burden by providing an efficient, reliable, and comprehensive end-to-end service paired with state-of-the-art technology. Point Nine adeptly processes data from diverse sources, encompasses all asset classes, and translates and submits reports to trade repositories in the mandated formats, while also managing acknowledgment messages. By leveraging our solution, firms can enhance their operational efficiency and reduce the risk associated with regulatory compliance.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
No
Pento
No
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
Yes
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
Point Nine
Founded
2009
Country
Germany
Website
www.p9dt.com/regulatory-reporting/