Expere® from Wolters Kluwer

A document generation solution tailored for banks and financial advisors. Supports automated creation of compliant, configurable client service and operational documents, such as disclosures and agreements, and integrates with core banking and CRM systems.

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Product analysis by function

Document Generation Software for Client Service and Operations

Tools that automate the creation of client-facing documents such as financial plans, investment policy statements, quarterly reviews, and regulatory disclosures.
More Document Generation Software More Client Service and Operations ...

Document Creation and Customization
(0 Yes /0 Known /13 Possible features)

Integration and Data Connectivity
(0 Yes /0 Known /11 Possible features)

Compliance and Regulatory Controls
(0 Yes /0 Known /10 Possible features)

User Experience and Accessibility
(0 Yes /0 Known /10 Possible features)

Workflow, Approval, and Collaboration
(0 Yes /0 Known /10 Possible features)

Output Formats and Distribution
(0 Yes /0 Known /9 Possible features)

Security and Privacy Controls
(0 Yes /0 Known /9 Possible features)

Performance, Scalability, and Reliability
(0 Yes /0 Known /8 Possible features)

Reporting and Analytics
(0 Yes /0 Known /7 Possible features)

Support, Maintenance, and Vendor Services
(0 Yes /0 Known /7 Possible features)

Cost, Licensing, and Commercial Flexibility
(0 Yes /0 Known /7 Possible features)

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Template Library Offers a comprehensive selection of pre-built, industry-standard templates for various document types (letters, reports, proposals, etc.).		No information available
Template Customization Allows editing of existing templates or creation of new templates tailored to specific advisory needs.		No information available
Merge Fields/Variables Supports insertion of dynamic fields that auto-populate with client-specific or case-specific data.		No information available
Branding Support Supports applying firm logos, color schemes, footers, headers, and other branding elements automatically.		No information available
Conditional Content Enables logic-driven content insertion to personalize documents based on client data or document context.		No information available
Bulk Document Generation Ability to generate multiple documents in batch for multiple clients or cases simultaneously.		No information available
Content Library Integration Links to libraries for reusable clauses, disclosures, and other standardized language.		No information available
Preview before Generation Allows users to preview documents in their final form prior to generation or sending.		No information available
Language/Localization Support Supports creation of documents in multiple languages or regional settings.		No information available
Document Versioning Maintains historied versions of templates and generated documents for compliance and auditing.		No information available
Real-time Collaboration Allows multiple team members to work on a document or template concurrently.		No information available
Document Assembly Workflow Supports stepwise assembly of complex documents with guidance and branching based on user input.		No information available
Data-driven Content Generation Automatically selects and inserts content based on integrated databases or CRM data.		No information available

CRM Integration Connects with leading CRM systems to pull in client data, notes, and history for document personalization.		No information available
Core System APIs Provides open APIs or connectors for integration with portfolio management, billing, compliance, or ERP systems.		No information available
Data Import/Export Supports easy data transfer in/out via Excel, CSV, XML, JSON or similar standard formats.		No information available
Single Sign-On (SSO) Allows users to authenticate via firm-wide SSO infrastructure, improving security and user experience.		No information available
Document Management System (DMS) Integration Connects to enterprise DMS platforms (e.g., SharePoint, iManage, NetDocuments, Box).		No information available
e-Signature Integration Enables seamless routing of documents for e-signatures via platforms like DocuSign, Adobe Sign, etc.		No information available
Workflow Automation Integration Supports workflow orchestration with enterprise automation or BPM (business process management) tools.		No information available
Real-time Data Sync Ensures that data changes in core systems are reflected in documents in real-time, minimizing errors.		No information available
Notifications to Integrated Systems Sends activity and status notifications (e.g., document completed) to connected systems.		No information available
API Rate Limit Specifies the number of API calls supported per minute or hour.		No information available
Audit Trail Connectivity Allows audit trails and activity logs to be pulled/pushed to compliance or SIEM platforms.		No information available

Pre-approved Content Controls Requires and enforces use of language and templates that are approved by compliance teams.		No information available
Audit Trail Tracks all actions related to document generation, editing, sharing, and approval.		No information available
Role-based Access Control (RBAC) Restricts document access, creation, and editing to authorized personnel based on user roles.		No information available
Electronic Signature Compliance Supports capture of digital or electronic signatures in compliance with relevant regulations (e.g., eIDAS, ESIGN Act).		No information available
Data Security Controls Provides encryption at rest and in transit; supports strong authentication.		No information available
Regulatory Update Tracking Ensures document templates and language are updated in accordance with new and evolving regulation.		No information available
Data Retention Policy Enforcement Allows specification and enforcement of data/document retention and destruction schedules.		No information available
Document Watermarking Supports watermarks for confidential, draft, or other regulatory designations.		No information available
Legal Hold Capabilities Allows administrators to flag/document documents for hold in the event of litigation or investigation.		No information available
Secure Sharing/Distribution Enforces secure document transmission options (secure link, restricted download, password protect, etc.).		No information available

Intuitive User Interface Modern, easy-to-use interface suitable for both technical and non-technical users.		No information available
Accessibility Compliance WCAG-compliant for users with disabilities.		No information available
Mobile Access Responsive design or mobile apps for document access, review, and limited editing on the go.		No information available
In-app Guidance/Tutorials Built-in tooltips, walkthroughs, and contextual help for users.		No information available
Multi-language Interface User interface can be switched between multiple languages to support diverse teams.		No information available
Personalized Dashboards Customizable dashboards showing relevant documents, status, and tasks.		No information available
Drag-and-drop Editing Easy editing and assembly of documents via drag-and-drop UI elements.		No information available
Document Search and Filters Advanced document search, tagging, and filtering capabilities for efficient retrieval.		No information available
Quick Document Generation Average time from request to document generation completion.		No information available
Document Bookmarking Allows users to mark/tag frequently used or prioritized documents for quick reference.		No information available

Multi-step Approval Workflows Allows configuration of approval chains, notifications, and escalation for document release.		No information available
Commenting & Annotations Enables team to leave comments, suggest edits, or flag issues within documents.		No information available
Task Assignment Assign specific document-related tasks to individual users or teams.		No information available
Automated Workflow Triggers Initiates workflows based on events (e.g., document submission triggers approval chain).		No information available
Collaboration Analytics Track and report metrics on team collaboration, bottlenecks, and turnaround times.		No information available
Document Locking Prevents conflicting edits by locking documents under review or editing.		No information available
Automated Reminders Automatically reminds users of pending reviews, approvals, or expirations.		No information available
Delegation Allows temporary or permanent delegation of approval or workflow steps to other users.		No information available
Parallel and Sequential Approval Supports both parallel and sequence-based approval processes.		No information available
Time to Completion Average workflow duration from initiation to document completion.		No information available

Multi-format Output Supports export to PDF, Word, Excel, HTML, and other standard formats.		No information available
Bulk Distribution Allows documents to be sent or distributed in bulk to multiple recipients.		No information available
Secure Email/Portal Delivery Supports delivery via encrypted email, secure web portals, or client logins.		No information available
Automated Printing Queues Integration with print shops or local printers for mass document production.		No information available
Secure File Transfer Protocols Supports SFTP, FTPS, or encrypted document delivery mechanisms.		No information available
Read Receipt/Delivery Confirmation Tracks when documents are received or viewed by recipients.		No information available
Document Expiry Controls Sets expiration, access limits, or revocation for distributed documents.		No information available
Watermarked Output Automatically adds watermarks to distributed documents where required.		No information available
Output Speed Average time taken to generate and deliver a batch of 100 standard documents.		No information available

Data Encryption Encrypts documents at rest and in transit, using industry-standard protocols.		No information available
Multi-factor Authentication (MFA) Requires MFA for access to sensitive document generation and management features.		No information available
Granular Permissions Fine-grained permissions for document access, editing, sharing, and deletion.		No information available
Activity Monitoring Logs and monitors all user activity for security and compliance.		No information available
IP Whitelisting Allows access only from specified IP addresses/ranges.		No information available
Audit Logs Retention Retains activity logs for specified period for security and compliance review.		No information available
Data Masking Masks or obfuscates sensitive client data in non-production environments.		No information available
User Session Timeout Automatic logoff after specified inactivity period.		No information available
GDPR/CCPA Compliance Supports features for data subject access requests and lawful data handling practices.		No information available

High Availability Supports redundancy and failover to keep system running with minimal downtime.		No information available
Uptime SLA Guaranteed uptime percentage as per service level agreement.		No information available
Scalability Ability to support increasing numbers of users, documents, or data without performance degradation.		No information available
Disaster Recovery Plans and technology in place to recover from catastrophic failures.		No information available
Load Handling Capacity Maximum concurrent document generation operations handled.		No information available
Backup Frequency Interval at which document data is backed up.		No information available
Response Time Average server response time for standard API calls.		No information available
Latency Maximum acceptable latency for document generation tasks.		No information available

Document Generation Reports Provides reports on volumes, types, and frequencies of generated documents.		No information available
User Activity Reports Tracks document-related activity by individual users or teams.		No information available
Turnaround Time Metrics Reports metrics on time taken from document initiation to completion.		No information available
Exception/Error Reporting Alerts and reports on failed or incomplete document workflows.		No information available
Template Usage Statistics Monitors frequency and context of template usage.		No information available
Exportable Reports Ability to export reports to Excel, PDF, or CSV for further analysis.		No information available
Custom Report Builder Allows configuration of custom reports on document activity and metadata.		No information available

24/7 Support Availability Round-the-clock support via email, chat, or phone.		No information available
Onboarding and Training Services Structured onboarding, training, and documentation to support initial and ongoing user education.		No information available
Regular System Updates Vendor regularly provides updates for security, compliance, and feature improvements.		No information available
Dedicated Account Manager Assignment of a dedicated specialist for ongoing account management.		No information available
Professional Services Offered Consulting, customization, and integration support offered as value-added services.		No information available
Self-Service Support Portal Provides customers with access to documentation, knowledge base, and ticketing.		No information available
Incident Response Time Average time to first response for critical support tickets.		No information available

Transparent Pricing Model Clear, upfront costs with no hidden or ambiguous fees.		No information available
Flexible Licensing Options for per-user, per-document, or enterprise/unlimited usage licensing.		No information available
Free Trial or Pilot Availability of free or limited-time trial environment for evaluation.		No information available
Volume Discount Tiers Discounts for higher usage, supporting scalability at lower per-unit cost.		No information available
No Lock-in Period Ability to terminate/adjust licensing without long-term lock-in.		No information available
Support/Update Costs Included Ongoing support, security, and updates are included in the base license fee.		No information available
Annual Cost Typical cost per year for a standard team (specify if possible).		No information available

Expere® from Wolters Kluwer

Product analysis by function

Document Generation Software for Client Service and Operations

Document Creation and Customization (0 Yes /0 Known /13 Possible features)

Integration and Data Connectivity (0 Yes /0 Known /11 Possible features)

Compliance and Regulatory Controls (0 Yes /0 Known /10 Possible features)

User Experience and Accessibility (0 Yes /0 Known /10 Possible features)

Workflow, Approval, and Collaboration (0 Yes /0 Known /10 Possible features)

Output Formats and Distribution (0 Yes /0 Known /9 Possible features)

Security and Privacy Controls (0 Yes /0 Known /9 Possible features)

Performance, Scalability, and Reliability (0 Yes /0 Known /8 Possible features)

Reporting and Analytics (0 Yes /0 Known /7 Possible features)

Support, Maintenance, and Vendor Services (0 Yes /0 Known /7 Possible features)

Cost, Licensing, and Commercial Flexibility (0 Yes /0 Known /7 Possible features)