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
Clients can utilize the docuTRAK portal to submit their requests and remain updated on their progress. It is essential to include instructions for each service type to effectively assist clients in their request submissions. Additionally, ensuring your staff is informed of current policies and procedures is crucial, allowing HR to oversee and support the acknowledgment of shared information among team members. Beyond merely recording actions within a workflow case, docuTRAK also offers a “snapshot view” of all documents associated with that case. Furthermore, supervisors have the ability to access the inboxes of their team members to monitor activities and reassign cases as necessary. The system also tracks consultation requests from any user, enhancing accountability. docuTRAK Online provides a robust business collaboration platform where all documents are stored in a centralized registry, facilitating various actions across different workflows. This interconnectedness not only streamlines processes but also fosters efficient communication within the organization.
API Access
Has API
API Access
Has API
Integrations
Android
Apple iOS
Chrome OS
Mozilla Firefox
Safari
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$500 per license
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
docuTRAK
Founded
1991
Country
Jordan
Website
www.docutrak.net
Product Features
Product Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control