at Financial Technnology Year
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Windward Core from Windward Studios
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.
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.
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Document Creation and Customization
(10 Yes /12 Known /13 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.). |
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. |
Integration and Data Connectivity
(5 Yes /5 Known /11 Possible features)
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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 |
Compliance and Regulatory Controls
(7 Yes /8 Known /10 Possible features)
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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. |
User Experience and Accessibility
(6 Yes /6 Known /10 Possible features)
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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. |
Workflow, Approval, and Collaboration
(0 Yes /1 Known /10 Possible features)
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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 |
Output Formats and Distribution
(6 Yes /6 Known /9 Possible features)
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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 |
Security and Privacy Controls
(4 Yes /4 Known /9 Possible features)
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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. |
Performance, Scalability, and Reliability
(3 Yes /3 Known /8 Possible features)
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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 |
Reporting and Analytics
(3 Yes /3 Known /7 Possible features)
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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 |
Support, Maintenance, and Vendor Services
(5 Yes /5 Known /7 Possible features)
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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 |
Cost, Licensing, and Commercial Flexibility
(4 Yes /4 Known /7 Possible features)
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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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