Document generation engine that creates sophisticated financial documents from templates. Features include data-driven content, conditional logic, dynamic charts and tables, and multi-format output (PDF, DOCX, HTML). Creates performance reports, client financial plans, and regulatory documents with data from multiple sources.
Tools that automate the creation of client-facing documents such as financial plans, investment policy statements, quarterly reviews, and regulatory disclosures.
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Template Library Offers a comprehensive selection of pre-built, industry-standard templates for various document types (letters, reports, proposals, etc.). |
Windward Core advertises pre-built templates for reports and financial documents, indicating a template library. | |
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Template Customization Allows editing of existing templates or creation of new templates tailored to specific advisory needs. |
Documentation and website indicate strong template customization, with editing and new template creation using Windward Designer. | |
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Merge Fields/Variables Supports insertion of dynamic fields that auto-populate with client-specific or case-specific data. |
Windward supports merge fields and variables for dynamic document generation via data binding and placeholders. | |
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Branding Support Supports applying firm logos, color schemes, footers, headers, and other branding elements automatically. |
Branding (logos, colors, etc.) can be embedded and preserved in Windward templates for consistent branding. | |
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Conditional Content Enables logic-driven content insertion to personalize documents based on client data or document context. |
Supports conditional content logic per documentation and website descriptions (if-then content blocks per client data/context). | |
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Bulk Document Generation Ability to generate multiple documents in batch for multiple clients or cases simultaneously. |
Windward advertises bulk document generation for batch processing of reports or communications. | |
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Content Library Integration Links to libraries for reusable clauses, disclosures, and other standardized language. |
Templates can include reusable paragraphs, clauses, and legalese, signaling content library integration functionality. | |
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Preview before Generation Allows users to preview documents in their final form prior to generation or sending. |
Product supports previewing document output prior to final generation. | |
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Language/Localization Support Supports creation of documents in multiple languages or regional settings. |
Windward documentation claims localization and multi-language document support. | |
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Document Versioning Maintains historied versions of templates and generated documents for compliance and auditing. |
No information available | |
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Real-time Collaboration Allows multiple team members to work on a document or template concurrently. |
Not as far as we are aware.* No direct evidence of real-time multiuser collaboration/editing in Windward literature. | |
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Document Assembly Workflow Supports stepwise assembly of complex documents with guidance and branching based on user input. |
Not as far as we are aware.* No explicit document assembly workflow; assembly is generally template-based with logic, but not guided stepwise assembly. | |
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Data-driven Content Generation Automatically selects and inserts content based on integrated databases or CRM data. |
Can generate content dynamically from CRM or data sources via mapped data fields and logic. |
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CRM Integration Connects with leading CRM systems to pull in client data, notes, and history for document personalization. |
Integrates with Salesforce and other CRM systems to pull data for document generation. | |
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Core System APIs Provides open APIs or connectors for integration with portfolio management, billing, compliance, or ERP systems. |
APIs available for direct integration with portfolio, ERP, and similar systems. | |
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Data Import/Export Supports easy data transfer in/out via Excel, CSV, XML, JSON or similar standard formats. |
Supports import/export via CSV, XML, JSON and Excel; standard for Windward data integration. | |
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Single Sign-On (SSO) Allows users to authenticate via firm-wide SSO infrastructure, improving security and user experience. |
Single Sign-On (SSO) offered for enterprise deployments, reflected in security documentation. | |
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Document Management System (DMS) Integration Connects to enterprise DMS platforms (e.g., SharePoint, iManage, NetDocuments, Box). |
No information available | |
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e-Signature Integration Enables seamless routing of documents for e-signatures via platforms like DocuSign, Adobe Sign, etc. |
Claimed e-signature support via integrations with DocuSign, Adobe Sign, etc. | |
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Workflow Automation Integration Supports workflow orchestration with enterprise automation or BPM (business process management) tools. |
No information available | |
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Real-time Data Sync Ensures that data changes in core systems are reflected in documents in real-time, minimizing errors. |
No information available | |
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Notifications to Integrated Systems Sends activity and status notifications (e.g., document completed) to connected systems. |
No information available | |
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API Rate Limit Specifies the number of API calls supported per minute or hour. |
No information available | |
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Audit Trail Connectivity Allows audit trails and activity logs to be pulled/pushed to compliance or SIEM platforms. |
No information available |
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Pre-approved Content Controls Requires and enforces use of language and templates that are approved by compliance teams. |
Not as far as we are aware.* No indication Windward enforces pre-approved content; templates can be customized freely. | |
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Audit Trail Tracks all actions related to document generation, editing, sharing, and approval. |
Windward tracks all document generation and output activities. | |
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Role-based Access Control (RBAC) Restricts document access, creation, and editing to authorized personnel based on user roles. |
Supports user roles and access permissions for editing/generating templates and documents. | |
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Electronic Signature Compliance Supports capture of digital or electronic signatures in compliance with relevant regulations (e.g., eIDAS, ESIGN Act). |
Integrates with e-signature solutions and supports compliant digital signatures. | |
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Data Security Controls Provides encryption at rest and in transit; supports strong authentication. |
Encryption in transit and at rest referenced for cloud and on-prem deployments. | |
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Regulatory Update Tracking Ensures document templates and language are updated in accordance with new and evolving regulation. |
Windward indicates it can update templates to comply with regulatory updates. | |
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Data Retention Policy Enforcement Allows specification and enforcement of data/document retention and destruction schedules. |
No information available | |
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Document Watermarking Supports watermarks for confidential, draft, or other regulatory designations. |
Can produce watermarked output for confidentiality and regulatory reasons. | |
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Legal Hold Capabilities Allows administrators to flag/document documents for hold in the event of litigation or investigation. |
No information available | |
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Secure Sharing/Distribution Enforces secure document transmission options (secure link, restricted download, password protect, etc.). |
Supports secure sharing/distribution options, such as password protection and secure links. |
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Intuitive User Interface Modern, easy-to-use interface suitable for both technical and non-technical users. |
Website and demo videos illustrate a modern, intuitive user interface for both technical and non-technical users. | |
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Accessibility Compliance WCAG-compliant for users with disabilities. |
No information available | |
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Mobile Access Responsive design or mobile apps for document access, review, and limited editing on the go. |
Windward documentation notes mobile access and responsive design (though editing capability is limited). | |
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In-app Guidance/Tutorials Built-in tooltips, walkthroughs, and contextual help for users. |
Product includes training materials, in-app help, and contextual guidance for users. | |
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Multi-language Interface User interface can be switched between multiple languages to support diverse teams. |
No information available | |
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Personalized Dashboards Customizable dashboards showing relevant documents, status, and tasks. |
No information available | |
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Drag-and-drop Editing Easy editing and assembly of documents via drag-and-drop UI elements. |
Windward Designer provides drag-and-drop WYSIWYG editing for templates. | |
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Document Search and Filters Advanced document search, tagging, and filtering capabilities for efficient retrieval. |
Advanced document search and filtering is documented in Windward Core features. | |
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Quick Document Generation Average time from request to document generation completion. |
No information available | |
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Document Bookmarking Allows users to mark/tag frequently used or prioritized documents for quick reference. |
Bookmarking and favorites (tagging documents for quick access) is referenced in product overview. |
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Multi-step Approval Workflows Allows configuration of approval chains, notifications, and escalation for document release. |
Not as far as we are aware.* No explicit workflow/approval chain configuration is discussed. | |
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Commenting & Annotations Enables team to leave comments, suggest edits, or flag issues within documents. |
No information available | |
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Task Assignment Assign specific document-related tasks to individual users or teams. |
No information available | |
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Automated Workflow Triggers Initiates workflows based on events (e.g., document submission triggers approval chain). |
No information available | |
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Collaboration Analytics Track and report metrics on team collaboration, bottlenecks, and turnaround times. |
No information available | |
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Document Locking Prevents conflicting edits by locking documents under review or editing. |
No information available | |
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Automated Reminders Automatically reminds users of pending reviews, approvals, or expirations. |
No information available | |
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Delegation Allows temporary or permanent delegation of approval or workflow steps to other users. |
No information available | |
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Parallel and Sequential Approval Supports both parallel and sequence-based approval processes. |
No information available | |
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Time to Completion Average workflow duration from initiation to document completion. |
No information available |
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Multi-format Output Supports export to PDF, Word, Excel, HTML, and other standard formats. |
Export to PDF, Word, HTML, and other formats is a core capability. | |
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Bulk Distribution Allows documents to be sent or distributed in bulk to multiple recipients. |
Supports batch sending for bulk notifications and distributions. | |
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Secure Email/Portal Delivery Supports delivery via encrypted email, secure web portals, or client logins. |
Supports delivery via encrypted email and secure web portals. | |
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Automated Printing Queues Integration with print shops or local printers for mass document production. |
No information available | |
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Secure File Transfer Protocols Supports SFTP, FTPS, or encrypted document delivery mechanisms. |
Windward advertises secure encrypted delivery and SFTP integration. | |
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Read Receipt/Delivery Confirmation Tracks when documents are received or viewed by recipients. |
Tracks document delivery/receipt for mail merge and document communications. | |
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Document Expiry Controls Sets expiration, access limits, or revocation for distributed documents. |
No information available | |
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Watermarked Output Automatically adds watermarks to distributed documents where required. |
Documents can be generated with watermarks as needed. | |
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Output Speed Average time taken to generate and deliver a batch of 100 standard documents. |
No information available |
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Data Encryption Encrypts documents at rest and in transit, using industry-standard protocols. |
Encrypts data at rest and in transit per security standards outlined on website. | |
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Multi-factor Authentication (MFA) Requires MFA for access to sensitive document generation and management features. |
Supports MFA when integrated with enterprise identity providers. | |
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Granular Permissions Fine-grained permissions for document access, editing, sharing, and deletion. |
No information available | |
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Activity Monitoring Logs and monitors all user activity for security and compliance. |
Auditing and activity monitoring is listed in security and compliance use cases. | |
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IP Whitelisting Allows access only from specified IP addresses/ranges. |
No information available | |
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Audit Logs Retention Retains activity logs for specified period for security and compliance review. |
No information available | |
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Data Masking Masks or obfuscates sensitive client data in non-production environments. |
No information available | |
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User Session Timeout Automatic logoff after specified inactivity period. |
No information available | |
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GDPR/CCPA Compliance Supports features for data subject access requests and lawful data handling practices. |
GDPR/CCPA support referenced for personal data handling and deletion. |
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High Availability Supports redundancy and failover to keep system running with minimal downtime. |
System is built for high-availability, with clustered and redundant configurations as an option. | |
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Uptime SLA Guaranteed uptime percentage as per service level agreement. |
No information available | |
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Scalability Ability to support increasing numbers of users, documents, or data without performance degradation. |
Product is advertised as scalable and aimed at enterprise workloads. | |
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Disaster Recovery Plans and technology in place to recover from catastrophic failures. |
Windward states disaster recovery and system continuity measures are in place for cloud deployments. | |
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Load Handling Capacity Maximum concurrent document generation operations handled. |
No information available | |
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Backup Frequency Interval at which document data is backed up. |
No information available | |
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Response Time Average server response time for standard API calls. |
No information available | |
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Latency Maximum acceptable latency for document generation tasks. |
No information available |
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Document Generation Reports Provides reports on volumes, types, and frequencies of generated documents. |
Product produces document generation reports and audit logs as part of admin functionality. | |
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User Activity Reports Tracks document-related activity by individual users or teams. |
Tracks user activity related to document/template generation. | |
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Turnaround Time Metrics Reports metrics on time taken from document initiation to completion. |
No information available | |
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Exception/Error Reporting Alerts and reports on failed or incomplete document workflows. |
Error reporting and exception reports referenced in admin console documentation. | |
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Template Usage Statistics Monitors frequency and context of template usage. |
No information available | |
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Exportable Reports Ability to export reports to Excel, PDF, or CSV for further analysis. |
No information available | |
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Custom Report Builder Allows configuration of custom reports on document activity and metadata. |
No information available |
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24/7 Support Availability Round-the-clock support via email, chat, or phone. |
No information available | |
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Onboarding and Training Services Structured onboarding, training, and documentation to support initial and ongoing user education. |
Windward provides onboarding and ongoing training resources for customers, per vendor website. | |
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Regular System Updates Vendor regularly provides updates for security, compliance, and feature improvements. |
Vendor commits to regular software updates. | |
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Dedicated Account Manager Assignment of a dedicated specialist for ongoing account management. |
Dedicated account managers are referenced in Windward’s enterprise support offerings. | |
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Professional Services Offered Consulting, customization, and integration support offered as value-added services. |
Professional customization services, integrations, and consulting are listed as value-added services. | |
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Self-Service Support Portal Provides customers with access to documentation, knowledge base, and ticketing. |
Windward maintains a web-based support portal and resource library for customers. | |
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Incident Response Time Average time to first response for critical support tickets. |
No information available |
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Transparent Pricing Model Clear, upfront costs with no hidden or ambiguous fees. |
Transparent pricing is presented on the website, with clear plan differentiation. | |
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Flexible Licensing Options for per-user, per-document, or enterprise/unlimited usage licensing. |
Offers per-user and enterprise licensing models. | |
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Free Trial or Pilot Availability of free or limited-time trial environment for evaluation. |
Free trial/pilot available for evaluation, as stated on Windward’s main product webpage. | |
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Volume Discount Tiers Discounts for higher usage, supporting scalability at lower per-unit cost. |
No information available | |
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No Lock-in Period Ability to terminate/adjust licensing without long-term lock-in. |
No information available | |
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Support/Update Costs Included Ongoing support, security, and updates are included in the base license fee. |
Updates are included in the base license as indicated in the pricing/support FAQ. | |
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Annual Cost Typical cost per year for a standard team (specify if possible). |
No information available |
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