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
DocuQuest offers an entirely automated solution that manages the entire lifecycle of documents, starting from their creation, moving through the approval and issuance stages, and finally leading to archiving and destruction in accordance with retention guidelines. Documents often become disorganized, scattered across SharePoint drives and personal computers, making it challenging to verify that only authorized individuals can create controlled documents. Many organizations face issues like manual or absent approval processes, leading to confusion over which document version is the most current, and personnel may inadvertently access outdated versions. Additionally, the difficulties in locating documents often stem from a lack of structured processes for reviewing, initiating, or controlling content revisions, resulting in non-compliance with corporate retention policies regarding archiving and disposal. With DocuQuest, you can effectively oversee all your controlled documents from their inception through revisions and ultimately to archiving and destruction, ensuring that the right information is accessible whenever and wherever it is needed across any device. Moreover, the system guarantees complete version control and generates an automatic history log to maintain compliance. This approach not only streamlines document management but also enhances accountability and traceability within your organization.
API Access
Has API
No
API Access
Has API
Yes
Integrations
ADP DataCloud
No
EHSQuest
No
Equisoft/connect
No
Microsoft Dynamics 365
No
Microsoft Office 2021
No
Microsoft Power BI
No
Microsoft SharePoint
No
Oracle Cloud Infrastructure
No
Oracle PeopleSoft
No
PeopleQuest
No
Integrations
ADP DataCloud
Yes
EHSQuest
Yes
Equisoft/connect
Yes
Microsoft Dynamics 365
Yes
Microsoft Office 2021
Yes
Microsoft Power BI
Yes
Microsoft SharePoint
Yes
Oracle Cloud Infrastructure
Yes
Oracle PeopleSoft
Yes
PeopleQuest
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
No
Live Training (Online)
Yes
In Person
No
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
IntellaQuest
Country
United States
Website
intellaquest.com/docuquest/
Product Features
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No