Fund document creation platform with data integration, template customization, automated production scheduling, performance chart generation, compliance review workflows, and multichannel distribution for factsheets and marketing materials.
Solutions that automate the creation and maintenance of product documentation including prospectuses, fact sheets, KIIDs, and other regulatory and marketing materials.
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Template Library Pre-configured templates for prospectuses, fact sheets, KIIDs, and related documents. |
Product provides prospectus, factsheet, and KIID templates out-of-the-box, referenced in FactSet documentation and website. | |
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Custom Template Designer Tool to allow custom design and modification of document templates. |
Template customization is a core feature; product literature describes custom template designer. | |
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Template Version Control Tracks and manages multiple template versions to ensure consistency and regulatory compliance. |
FactSet Publisher tracks template versions for compliance (see FactSet documentation on versioning/audit support). | |
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Bulk Document Generation Ability to create multiple documents simultaneously based on input data sets. |
Bulk document generation is promoted as a platform benefit (month-end factsheet production at scale). | |
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Dynamic Content Insertion Automatic insertion of variable data such as fund statistics, dates, or performance results into templates. |
Dynamic insertion of performance and reference data mentioned as a platform highlight. | |
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Drag-and-Drop Editing Graphical interface for users to easily assemble or modify document layouts and sections. |
Drag-and-drop layout builder demonstrated in videos and product sheets. | |
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Reusable Content Blocks Maintain and reuse content snippets, disclaimers, or standard text across various documents. |
Reusable content blocks (e.g. standard disclaimers and legal text) supported and described by FactSet Publisher. | |
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White-Labeling Support Enables branding with client logos, styles, and themes for different product lines. |
White-label output for clients in asset servicing noted in brochure and client case studies. | |
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Automated Style Enforcement Ensures documents maintain consistent fonts, colors, and formatting per branding guidelines. |
Automated style/branding enforcement is a documented feature of the platform. | |
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Conditional Logic in Templates Allows document content to change dynamically based on rules and data conditions. |
Conditional content logic (e.g. show/hide sections by product type) supported in FactSet Publisher. | |
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Multilingual Template Support Provides management and creation of templates in multiple languages for international markets. |
Multilingual template support cited for global asset managers. |
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API Data Connectivity Integration with external systems (e.g., fund data providers, CRMs) via APIs. |
API integration with data providers and CRM systems is a core FactSet capability. | |
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Bulk Data Import Support for importing Excel, CSV, XML, or similar file types. |
Bulk data imports from Excel, CSV, and XML are part of the data integration workflow. | |
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Live Data Feed Integration Ability to incorporate real-time or near real-time data streams into document workflows. |
FactSet supports real-time and near-real-time data feeds for up-to-date reporting. | |
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Scheduled Data Sync Automated synchronization of data at predefined intervals. |
Scheduled data syncs for nightly/monthly updates referenced in documentation. | |
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Multi-Source Data Merging Combines inputs from various data sources, resolving conflicts where needed. |
System merges data from multiple internal/external sources for production. | |
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Error Handling & Logging Automated mechanisms for identifying and logging errors during data imports or sync. |
Platform features error handling and detailed logging for data imports/production. | |
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Data Mapping Interface Visual or configurable tools for mapping incoming data fields to document placeholders. |
Data mapping to templates is managed through a visual/admin interface. | |
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Data Validation Rules Ability to define and enforce rules to ensure data accuracy and completeness. |
FactSet Publisher allows enforcement of validation rules for imported data. | |
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Data Preview and Simulation Display how imported data will appear before final document generation. |
Preview and simulation of document output is available for review pre-publication. | |
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Audit Trails for Data Changes Logs all changes made to imported data for traceability. |
Full audit trail for data changes referenced as a compliance feature. |
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Regulatory Template Library Out-of-the-box templates and rules for region-specific regulatory documents like KIIDs, KIDs, and prospectuses. |
Regulatory templates for KIID, KID, and prospectus are included 'out of the box'. | |
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Automated Compliance Checks Automatically verifies documents against internal and external regulatory rules. |
Automated checks against regulatory requirements supported for compliance. | |
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Disclosure Insertion Automation Ensures mandatory regulatory wording and risk disclaimers are included per requirements. |
Disclosure wording insertion is automated for factsheets and other documents. | |
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Legal Review Workflow Integrates a review and sign-off process by legal teams, including digital approvals. |
Multi-stage legal review and sign-off workflows are enabled by the platform. | |
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Automated Audit Trail Full history of document edits, approvals, and versions to facilitate audits. |
Comprehensive audit trail for edits and approvals is a key feature. | |
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Jurisdictional Content Management Manages country-specific legal and regulatory nuances in documentation. |
Jurisdictional content management is built-in for international deployment. | |
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Sanctioned Languages Support Ensures only allowed official languages are used for each jurisdiction. |
Product manages supported languages per jurisdiction (KIID/KID requirements). | |
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Custom Regulatory Rule Engine Ability to define and update validation rules as new regulations emerge. |
Custom rule engine available for regulatory updates/change. | |
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Expiration & Review Notifications Alerts stakeholders when documents must be updated or reviewed to maintain compliance. |
Platform sends expiry/review reminders for compliance timeframes. | |
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Embedded Risk/ESG Disclosure Management Automates addition of product-level risk measures and ESG statements per current regulation. |
Risk/ESG disclosures are automated as part of the factsheet workflow. |
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Multi-Level Approval Workflows Configurable approval chains separating roles (draft, review, approve, publish). |
Multi-level approval workflows configurable for team roles. | |
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Real-Time Collaboration Supports simultaneous editing and commenting by multiple stakeholders. |
Supports real-time collaboration and editing. | |
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Task Assignment & Tracking Assign document preparation/review tasks to team members and monitor status. |
Task assignment and status tracking available in team workflow. | |
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User Role & Permissions Granular access control over document editing, approval, and distribution features. |
Granular user roles & permission settings featured in user management. | |
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Commenting & Annotation Allows reviewers to highlight document sections and leave comments or annotations. |
Commenting and annotations provided in document review module. | |
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Automated Reminders & Deadlines Sends notifications based on workflow events, due dates, or bottlenecks. |
Automated reminders/alerts based on workflow status. | |
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Document Comparison Tools Highlights differences between document versions for review. |
Provides document comparison to highlight changes between versions. | |
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Integration with Email & Calendar Connects with MS Outlook, Google Calendar, or similar to schedule and notify. |
Integrated with Outlook/Exchange; scheduling & notifications supported. | |
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Workflow Dashboard Provides at-a-glance status of workflows and bottlenecks across products and teams. |
Workflow dashboard view included as part of user interface. | |
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Electronic Signatures Supports digital sign-off from authorized personnel. |
Supports electronic / digital signatures for approval workflow. |
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Multiple Output Formats Export to PDF, Word, HTML, XML, InDesign, etc. |
Multiple output formats supported including PDF, Word, HTML, InDesign, and XML. | |
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Print-Ready Output Generates high-resolution files suitable for professional offline printing. |
Print-ready and high-res output specifically provided for professional printing. | |
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Web Publishing Integration Ability to publish documents directly to public/private websites and data rooms. |
Direct publishing to client web portals and data rooms is supported. | |
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Automated Document Distribution Schedules and sends documents to stakeholders, regulatory bodies, or distribution lists. |
Automated/scheduled document distribution workflows included. | |
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Secure Client Portal Access Enables clients or investors to access documents online securely. |
Client portal access supported for online client/investor access to documents. | |
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Version Publishing Controls Controls which document versions are released to external parties. |
Version publishing controls are supported with external/internal viewing settings. | |
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Watermarking & Document Protection Adds watermarks or passwords to sensitive outputs for secure distribution. |
Supports watermarking and document protection on sensitive materials. | |
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Mass Batch Output Enables simultaneous output of large volumes (e.g., all product fact sheets at month-end). |
Mass batch output (for all products/composites) enabled for scheduled production. | |
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Social Media Publishing Automates announcement and sharing of new documents on selected social channels. |
No information available | |
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Automated Metadata Tagging Assigns metadata (e.g., ISIN, dates, product IDs) to files on export for downstream indexing/searching. |
Automated metadata tagging (ISIN, dates, etc.) configurable on export. |
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Multilingual Generation Supports output in multiple languages within the same workflow. |
Multilingual generation supported for international output requirements. | |
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Automated Translation Integration Integrates with machine translation or specialist human translation services. |
Automated translation integration with human/machine services is supported. | |
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Language-Specific Templates Provides templates and content management tailored for each language/country. |
Language-specific templates can be created and managed per region. | |
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Cultural Formatting Support Handles local date, currency, and number formats as required per jurisdiction. |
Cultural formatting (dates, numbers, currencies) supported for localization. | |
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Translation Review Workflow Dedicated workflows for translation tasks and sign-off by local market experts. |
Translation review workflows described for local compliance. | |
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Centralized Glossary Management Maintains approved translations of key terms for consistency. |
Centralized glossary management referenced for translation consistency. | |
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Side-by-Side Comparisons Allows reviewers to view and compare multi-lingual versions together. |
Side-by-side comparison supported for multilingual review/sign-off. | |
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Automated Language Switching Easily switches output language on demand for the same document/data. |
Automated language switching enabled within workflow as per documentation. |
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Role-Based Access Controls Controls access to documents, templates, and workflows at a granular user/role level. |
Role-based access controls enforced for content, templates, and approvals. | |
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Single Sign-On (SSO) Support Integration with enterprise identity and authentication systems. |
Single sign-on (SSO) integrations available for enterprise. | |
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Document Encryption Applies encryption at rest and in transit for sensitive files. |
Document encryption at rest and transit is standard for sensitive documents. | |
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Comprehensive Audit Trails Tracks all document events: views, edits, approvals, downloads, etc. |
Comprehensive audit trails for all document activity noted in compliance materials. | |
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Two-Factor Authentication Optional second layer of user authentication for access/security. |
Two-factor/multifactor authentication available for access controls. | |
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Automated Backups Regular system backups to prevent data loss. |
Platform supports automated backups for disaster recovery. | |
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Data Retention Policies Automates archival or deletion of documents as per data retention policies. |
Supports policy-driven data retention, archival, and deletion. | |
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GDPR & Data Privacy Compliance Built-in features to support European and other data privacy mandates. |
Platform provides GDPR tools & features for EU clients. | |
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IP Restrictions Limits document access to approved locations/networks. |
No information available | |
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Admin Audit Reporting Dashboards and reports to monitor system usage and compliance. |
Usage and compliance dashboards/audit reporting are available for admin users. |
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Document Generation Speed Rate at which documents can be generated. |
No information available | |
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Concurrent User Limit Maximum number of users who can work on the system simultaneously. |
No information available | |
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Maximum Supported Document Volume Highest number of documents that can be processed/stored concurrently. |
No information available | |
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Automated Scheduling Schedules and triggers document generation runs based on calendars or events. |
Document production can be triggered via scheduling/calendar events. | |
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Event-Driven Automation Reacts to data changes, approvals, or external events to trigger workflows. |
Automations can be driven by document/data events (e.g. status change). | |
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Scalable Cloud Hosting Cloud-native options that handle variable load and availability requirements. |
FactSet Publisher runs on scalable cloud infrastructure managed by FactSet. | |
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Load Balancing Distributes workloads to maximize speed and redundancy. |
Cloud load balancing included as part of platform architecture. | |
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System Availability/Uptime Guaranteed minimum operational availability. |
No information available | |
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API Rate Limits Controls the number of external data/API requests permitted per unit time. |
No information available | |
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On-Demand Scaling Resources scale automatically based on usage demands. |
Resource auto-scaling supported for high-volume production periods. |
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Usage Analytics Dashboard Visualizes trends in document generation, edits, approvals, etc. |
Usage analytics dashboard for monitoring document production/usage. | |
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Custom Report Builder Create bespoke reports on document workflows, speed, or regulatory exposures. |
Custom report building available to analyze workflow and compliance. | |
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Error & Exception Reporting Highlights process bottlenecks or compliance failures. |
Error and exception reporting for compliance checks and workflow issues. | |
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Performance Metrics Export Exports analytics data (e.g., to Excel, BI tools). |
Performance metrics/analytics are exportable (Excel, BI tools). | |
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Scheduled Summary Reports Automatic periodic sharing of key metrics with stakeholders. |
No information available | |
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User Productivity Tracking Monitors activity by user to help optimize team productivity. |
No information available | |
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Stakeholder Feedback Collection Solicits and stores review/feedback from internal users or clients. |
No information available | |
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Event Logging & Audit Reports Full export of activity logs for compliance or IT needs. |
Comprehensive logging and export of system/activity events is available. | |
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Workflow Bottleneck Analysis Identifies points in the process that delay completion. |
Identifies workflow bottlenecks (delays/approval waits) in dashboard views. | |
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Regulatory Change Impact Reports Highlights documents affected by regulatory updates. |
Regulatory change impact reporting described in platform compliance modules. |
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Web-Based Interface Accessible from standard web browsers without local installation. |
Web-based user interface, accessible via browser; no install required. | |
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Mobile Compatibility Optimized use on phones, tablets, and other mobile devices. |
Optimized for responsive/mobile access (via web or dedicated app). | |
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Accessibility Compliance (WCAG/ADA) Follows accessibility standards so systems are usable by people with disabilities. |
WCAG/ADA accessibility compliance referenced in user documentation. | |
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Configurable Dashboards Users can personalize dashboards/views to fit their preferences. |
No information available | |
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Quick Search & Filtering Robust tools to rapidly find documents, templates, or workflows. |
Rapid search and filtering tools integrated for documents/templates. | |
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End-User Training Resources Built-in tutorials, documentation, or guided walkthroughs. |
Help widgets, tutorials and support available in-app and online. | |
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Bulk Actions & Shortcuts Select and update multiple documents in one action. |
Bulk actions for document reviews and updates are supported. | |
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Feedback & Support Widgets Immediate access to help, live chat, or support tickets. |
No information available | |
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Multinational User Support Optimized for users across multiple countries, time zones, and language regions. |
Supports global users/time zones/languages as stated in global factsheet solutions. | |
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Change History Display Easily view document editing and approval histories directly in the UI. |
Change histories for documents and templates are viewable in the UI. |
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Open API Well-documented API supporting full CRUD operations and workflow management. |
Open API available for data in/out and workflow integration (per developer documentation). | |
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Plugin/Extension Support Ability to extend system functionality via third-party or custom plugins. |
Platform supports plug-ins/extensions for custom needs. | |
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CRM/ERP Integration Prebuilt interfaces for major CRM/ERP systems (e.g., Salesforce, SAP). |
CRM/ERP (e.g., Salesforce) integration noted in FactSet literature. | |
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Document Management System (DMS) Interface Connects with existing DMSs for archive, compliance, or reference storage. |
Document Management System (DMS) integration available for archiving/compliance. | |
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Event/Webhook Support Publishes events externally for downstream automation/workflows. |
Event/webhook publication for downstream automation supported. | |
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iPaaS/Workflow Automation Integration Supports business automation platforms (e.g., Zapier, Workato). |
iPaaS/workflow integration (e.g. Zapier, Workato) published as a feature. | |
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Collaborative Suite Integration Works with Office 365, Google Workspace, or similar for document editing and sharing. |
FactSet integrates with collab suites (Office 365, Google Workspace) for document sharing. | |
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Custom Scripting/Configuration Allows power users/developers to create scripts for custom automation or validation. |
Custom scripting/configuration allowed for client customizations. | |
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Legacy System Integration Ensures compatibility with or migration from older in-house or external document systems. |
Supports migration from legacy systems and legacy data ingestion. | |
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Standard Protocol Support Supports industry standards (e.g., SFTP, REST, SOAP, OAuth2) for file and data exchange. |
Industry standard protocols (REST APIs, SFTP, OAuth2, SOAP, etc.) documented. |
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