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Investran Document Management from FIS Global

A document management system designed specifically for fund managers. It supports onboarding processes, regulatory compliance documentation, and investor communication with features for version control and centralized storage.

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Product analysis by function

Document Generation Systems for Product Development & Management

Solutions that automate the creation and maintenance of product documentation including prospectuses, fact sheets, KIIDs, and other regulatory and marketing materials.
More Document Generation Systems More Product Development & Management ...

Document Creation & Template Management
(5 Yes /5 Known /11 Possible features)

Data Integration & Connectivity
(3 Yes /3 Known /10 Possible features)

Regulatory Compliance & Legal Features
(5 Yes /5 Known /10 Possible features)

Workflow, Collaboration & Review
(4 Yes /4 Known /10 Possible features)

Output Formats & Distribution
(3 Yes /3 Known /10 Possible features)

Localization & Multilingual Support
(0 Yes /0 Known /8 Possible features)

Security, Permissions & Audit
(4 Yes /4 Known /10 Possible features)

Performance, Scale & Automation
(1 Yes /1 Known /10 Possible features)

Reporting, Monitoring & Analytics
(0 Yes /0 Known /10 Possible features)

User Experience & Accessibility
(2 Yes /2 Known /10 Possible features)

Integration & Extensibility
(3 Yes /3 Known /10 Possible features)

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Template Library Pre-configured templates for prospectuses, fact sheets, KIIDs, and related documents.		Marketing and product documentation highlight template libraries for common fund documents and regulatory forms.
Custom Template Designer Tool to allow custom design and modification of document templates.		Product allows customization of templates to match fund/firm-specific requirements.
Template Version Control Tracks and manages multiple template versions to ensure consistency and regulatory compliance.		Version control is explicitly mentioned as a supported compliance and audit feature for documentation.
Bulk Document Generation Ability to create multiple documents simultaneously based on input data sets.		No information available
Dynamic Content Insertion Automatic insertion of variable data such as fund statistics, dates, or performance results into templates.		Dynamic insertion of investor/fund-specific data into documents is referenced in onboarding and investor communication use cases.
Drag-and-Drop Editing Graphical interface for users to easily assemble or modify document layouts and sections.		No information available
Reusable Content Blocks Maintain and reuse content snippets, disclaimers, or standard text across various documents.		No information available
White-Labeling Support Enables branding with client logos, styles, and themes for different product lines.		No information available
Automated Style Enforcement Ensures documents maintain consistent fonts, colors, and formatting per branding guidelines.		Automated style enforcement is mentioned as a way to ensure documents follow firm branding and regulatory formatting.
Conditional Logic in Templates Allows document content to change dynamically based on rules and data conditions.		No information available
Multilingual Template Support Provides management and creation of templates in multiple languages for international markets.		No information available

API Data Connectivity Integration with external systems (e.g., fund data providers, CRMs) via APIs.		API integration with CRM and portfolio management systems is a core offering to streamline document creation and updates.
Bulk Data Import Support for importing Excel, CSV, XML, or similar file types.		Bulk data import (e.g., onboarding, regulatory) is referenced in product overview documentation.
Live Data Feed Integration Ability to incorporate real-time or near real-time data streams into document workflows.		No information available
Scheduled Data Sync Automated synchronization of data at predefined intervals.		No information available
Multi-Source Data Merging Combines inputs from various data sources, resolving conflicts where needed.		No information available
Error Handling & Logging Automated mechanisms for identifying and logging errors during data imports or sync.		No information available
Data Mapping Interface Visual or configurable tools for mapping incoming data fields to document placeholders.		No information available
Data Validation Rules Ability to define and enforce rules to ensure data accuracy and completeness.		No information available
Data Preview and Simulation Display how imported data will appear before final document generation.		No information available
Audit Trails for Data Changes Logs all changes made to imported data for traceability.		Product provides audit trails for sensitive documents, required for regulatory compliance.

Regulatory Template Library Out-of-the-box templates and rules for region-specific regulatory documents like KIIDs, KIDs, and prospectuses.		Regulatory template bundles for region-specific compliance (e.g., AIFMD, FATCA) referenced in documentation.
Automated Compliance Checks Automatically verifies documents against internal and external regulatory rules.		Automated checks against regulatory requirements are mentioned as a differentiator in the compliance workflow.
Disclosure Insertion Automation Ensures mandatory regulatory wording and risk disclaimers are included per requirements.		No information available
Legal Review Workflow Integrates a review and sign-off process by legal teams, including digital approvals.		Legal review and sign-off workflows described for fund and investor documents.
Automated Audit Trail Full history of document edits, approvals, and versions to facilitate audits.		Comprehensive automated audit trails, including edits and approvals, stated in compliance features.
Jurisdictional Content Management Manages country-specific legal and regulatory nuances in documentation.		No information available
Sanctioned Languages Support Ensures only allowed official languages are used for each jurisdiction.		No information available
Custom Regulatory Rule Engine Ability to define and update validation rules as new regulations emerge.		No information available
Expiration & Review Notifications Alerts stakeholders when documents must be updated or reviewed to maintain compliance.		Expiration and review alerts are mentioned as part of ongoing compliance tools.
Embedded Risk/ESG Disclosure Management Automates addition of product-level risk measures and ESG statements per current regulation.		No information available

Multi-Level Approval Workflows Configurable approval chains separating roles (draft, review, approve, publish).		Approval workflows can be tailored for multiple internal stakeholders/levels (draft/review/final).
Real-Time Collaboration Supports simultaneous editing and commenting by multiple stakeholders.		No information available
Task Assignment & Tracking Assign document preparation/review tasks to team members and monitor status.		Task tracking and assignment supported for document and onboarding processes.
User Role & Permissions Granular access control over document editing, approval, and distribution features.		Supports detailed user/role-based permission model for sensitive documents.
Commenting & Annotation Allows reviewers to highlight document sections and leave comments or annotations.		No information available
Automated Reminders & Deadlines Sends notifications based on workflow events, due dates, or bottlenecks.		Automated reminders and document deadline notifications offered for compliance and operational workflow.
Document Comparison Tools Highlights differences between document versions for review.		No information available
Integration with Email & Calendar Connects with MS Outlook, Google Calendar, or similar to schedule and notify.		No information available
Workflow Dashboard Provides at-a-glance status of workflows and bottlenecks across products and teams.		No information available
Electronic Signatures Supports digital sign-off from authorized personnel.		No information available

Multiple Output Formats Export to PDF, Word, HTML, XML, InDesign, etc.		Exports to PDF and Word are supported per product literature. InDesign/XML not specifically mentioned.
Print-Ready Output Generates high-resolution files suitable for professional offline printing.		No information available
Web Publishing Integration Ability to publish documents directly to public/private websites and data rooms.		Web publishing to investor portals and virtual data rooms is a key use case on the product homepage.
Automated Document Distribution Schedules and sends documents to stakeholders, regulatory bodies, or distribution lists.		No information available
Secure Client Portal Access Enables clients or investors to access documents online securely.		Secure online investor access is provided through document portals, widely cited for fund managers.
Version Publishing Controls Controls which document versions are released to external parties.		No information available
Watermarking & Document Protection Adds watermarks or passwords to sensitive outputs for secure distribution.		No information available
Mass Batch Output Enables simultaneous output of large volumes (e.g., all product fact sheets at month-end).		No information available
Social Media Publishing Automates announcement and sharing of new documents on selected social channels.		No information available
Automated Metadata Tagging Assigns metadata (e.g., ISIN, dates, product IDs) to files on export for downstream indexing/searching.		No information available

Multilingual Generation Supports output in multiple languages within the same workflow.		No information available
Automated Translation Integration Integrates with machine translation or specialist human translation services.		No information available
Language-Specific Templates Provides templates and content management tailored for each language/country.		No information available
Cultural Formatting Support Handles local date, currency, and number formats as required per jurisdiction.		No information available
Translation Review Workflow Dedicated workflows for translation tasks and sign-off by local market experts.		No information available
Centralized Glossary Management Maintains approved translations of key terms for consistency.		No information available
Side-by-Side Comparisons Allows reviewers to view and compare multi-lingual versions together.		No information available
Automated Language Switching Easily switches output language on demand for the same document/data.		No information available

Role-Based Access Controls Controls access to documents, templates, and workflows at a granular user/role level.		Access controls are available at the document, user, and group level, supporting compliance and security.
Single Sign-On (SSO) Support Integration with enterprise identity and authentication systems.		No information available
Document Encryption Applies encryption at rest and in transit for sensitive files.		Encryption at rest and in transit, referenced in FIS platform security documentation.
Comprehensive Audit Trails Tracks all document events: views, edits, approvals, downloads, etc.		Comprehensive audit trails are required for regulatory environments and are a stated system feature.
Two-Factor Authentication Optional second layer of user authentication for access/security.		No information available
Automated Backups Regular system backups to prevent data loss.		No information available
Data Retention Policies Automates archival or deletion of documents as per data retention policies.		No information available
GDPR & Data Privacy Compliance Built-in features to support European and other data privacy mandates.		FIS Investran platforms are GDPR-compliant and support regional data privacy mandates.
IP Restrictions Limits document access to approved locations/networks.		No information available
Admin Audit Reporting Dashboards and reports to monitor system usage and compliance.		No information available

Document Generation Speed Rate at which documents can be generated.		No information available
Concurrent User Limit Maximum number of users who can work on the system simultaneously.		No information available
Maximum Supported Document Volume Highest number of documents that can be processed/stored concurrently.		No information available
Automated Scheduling Schedules and triggers document generation runs based on calendars or events.		No information available
Event-Driven Automation Reacts to data changes, approvals, or external events to trigger workflows.		No information available
Scalable Cloud Hosting Cloud-native options that handle variable load and availability requirements.		FIS broadly offers cloud-native scalability for the Investran suite.
Load Balancing Distributes workloads to maximize speed and redundancy.		No information available
System Availability/Uptime Guaranteed minimum operational availability.		No information available
API Rate Limits Controls the number of external data/API requests permitted per unit time.		No information available
On-Demand Scaling Resources scale automatically based on usage demands.		No information available

Usage Analytics Dashboard Visualizes trends in document generation, edits, approvals, etc.		No information available
Custom Report Builder Create bespoke reports on document workflows, speed, or regulatory exposures.		No information available
Error & Exception Reporting Highlights process bottlenecks or compliance failures.		No information available
Performance Metrics Export Exports analytics data (e.g., to Excel, BI tools).		No information available
Scheduled Summary Reports Automatic periodic sharing of key metrics with stakeholders.		No information available
User Productivity Tracking Monitors activity by user to help optimize team productivity.		No information available
Stakeholder Feedback Collection Solicits and stores review/feedback from internal users or clients.		No information available
Event Logging & Audit Reports Full export of activity logs for compliance or IT needs.		No information available
Workflow Bottleneck Analysis Identifies points in the process that delay completion.		No information available
Regulatory Change Impact Reports Highlights documents affected by regulatory updates.		No information available

Web-Based Interface Accessible from standard web browsers without local installation.		FIS Investran Document Management is accessible via a web-based interface; browser-based access is standard.
Mobile Compatibility Optimized use on phones, tablets, and other mobile devices.		No information available
Accessibility Compliance (WCAG/ADA) Follows accessibility standards so systems are usable by people with disabilities.		No information available
Configurable Dashboards Users can personalize dashboards/views to fit their preferences.		No information available
Quick Search & Filtering Robust tools to rapidly find documents, templates, or workflows.		No information available
End-User Training Resources Built-in tutorials, documentation, or guided walkthroughs.		No information available
Bulk Actions & Shortcuts Select and update multiple documents in one action.		No information available
Feedback & Support Widgets Immediate access to help, live chat, or support tickets.		No information available
Multinational User Support Optimized for users across multiple countries, time zones, and language regions.		No information available
Change History Display Easily view document editing and approval histories directly in the UI.		Product provides an audit trail and approval chain accessible through its web UI.

Open API Well-documented API supporting full CRUD operations and workflow management.		No information available
Plugin/Extension Support Ability to extend system functionality via third-party or custom plugins.		No information available
CRM/ERP Integration Prebuilt interfaces for major CRM/ERP systems (e.g., Salesforce, SAP).		Integration with CRM and portfolio management systems is mentioned, indicating DMS interface support.
Document Management System (DMS) Interface Connects with existing DMSs for archive, compliance, or reference storage.		Referencing centralized storage and integration, document management can connect with DMS solutions.
Event/Webhook Support Publishes events externally for downstream automation/workflows.		No information available
iPaaS/Workflow Automation Integration Supports business automation platforms (e.g., Zapier, Workato).		No information available
Collaborative Suite Integration Works with Office 365, Google Workspace, or similar for document editing and sharing.		No information available
Custom Scripting/Configuration Allows power users/developers to create scripts for custom automation or validation.		No information available
Legacy System Integration Ensures compatibility with or migration from older in-house or external document systems.		Product is positioned as being compatible with legacy systems for migration and historic document import.
Standard Protocol Support Supports industry standards (e.g., SFTP, REST, SOAP, OAuth2) for file and data exchange.		No information available

Investran Document Management from FIS Global

Product analysis by function

Document Generation Systems for Product Development & Management

Document Creation & Template Management (5 Yes /5 Known /11 Possible features)

Data Integration & Connectivity (3 Yes /3 Known /10 Possible features)

Regulatory Compliance & Legal Features (5 Yes /5 Known /10 Possible features)

Workflow, Collaboration & Review (4 Yes /4 Known /10 Possible features)

Output Formats & Distribution (3 Yes /3 Known /10 Possible features)

Localization & Multilingual Support (0 Yes /0 Known /8 Possible features)

Security, Permissions & Audit (4 Yes /4 Known /10 Possible features)

Performance, Scale & Automation (1 Yes /1 Known /10 Possible features)

Reporting, Monitoring & Analytics (0 Yes /0 Known /10 Possible features)

User Experience & Accessibility (2 Yes /2 Known /10 Possible features)

Integration & Extensibility (3 Yes /3 Known /10 Possible features)