Financial Technology Year

Clearwater Investment Management Solution
By: Clearwater Analytics
https://clearwateranalytics.com/solutions/investment-managers/

A cloud-based investment accounting and analytics platform providing data aggregation, reconciliation, investment accounting, compliance monitoring, performance tracking, and risk analytics across all asset classes.

Rapptr
By: FundApps
https://www.fundapps.co/products/shareholding-disclosure

A compliance monitoring platform for investment managers covering shareholding disclosure, position limits, and sensitive industries rules across 100+ jurisdictions. Rapptr automatically monitors portfolios for compliance with regulatory thresholds and generates required disclosure forms. The solution is continuously updated to reflect regulatory changes.

SimCorp Dimension Document Manager
By: SimCorp
https://www.simcorp.com/en/solutions/front-office

Integrated document generation system within the SimCorp investment platform, featuring automated fund reports, client statements, regulatory documents, and investment proposals with data-driven content and compliance verification.

FactSet Publisher
By: FactSet
https://www.factset.com/solutions/business-needs/marketing

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.

Broadridge Fund Document Solution
By: Broadridge Financial Solutions
https://www.broadridge.com/financial-services/asset-management/mutual-funds-etf-solutions/

End-to-end document creation and management for fund communications, including prospectuses, factsheets, and regulatory reports. Features include data sourcing, template management, translation services, digital delivery, and compliance tracking.

Appway Document Management
By: Appway
https://www.appway.com/screen/solutions

Document generation capabilities within workflow platform, supporting fund prospectuses, investment proposals, client agreements, and regulatory disclosures with dynamic content, personalization, and compliance tracking.

Investran Document Management
By: FIS Global
https://www.fisglobal.com/en/about-us/our-businesses/investran/document-management/

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.

eFront Document Management
By: eFront (part of BlackRock)
https://www.efront.com/document-management/

Offers a comprehensive document generation and management system for fund managers, enabling automation of investor communications and documentation workflow management, with templates and approval workflows.

MarketAxess Document Generation Tool
By: MarketAxess
https://www.marketaxess.com/document-generation

A tool that allows for the automated creation of compliance and trading documentation, facilitating smooth transaction processes and better management of information within fund management operations.

Fusion Document Management
By: Finastra
https://www.finastra.com/solutions/fusion-document-management

A robust document management solution that streamlines the storage, retrieval, and processing of documents within the fund management, ensuring regulatory compliance and improving collaboration.

IntegriDATA Document Generation System
By: IntegriDATA
https://www.integridata.com/document-generation

Automates the generation of compliance and client documents while integrating seamlessly with existing fund management systems to enhance data accuracy and efficiency.

Backstop Document Automation
By: Backstop Solutions
https://www.backstopsolutions.com/document-automation/

Enables investment management firms to streamline their document generation processes, facilitating better collaboration, compliance, and faster response times to investor requests with customizable templates.

Kneip Document Production
By: KNEIP
https://www.kneip.com/what-we-do/document-production/

Automated creation of prospectuses, KIIDs, factsheets, annual and semi-annual reports, and PRIIP KIDs; ensures document compliance with evolving regulatory requirements across jurisdictions.

Fundsquare Document Management Service
By: Fundsquare
https://www.fundsquare.net/fund-life-cycle/document-management/

Automates inbound and outbound document flows, manages compliance and regulatory updates, facilitates official document filings and multi-channel distribution for asset managers and fund promoters.

fundinfo Document Production
By: FE fundinfo
https://www.fefundinfo.com/en-gb/our-products/investment-document-production/

Automates creation of factsheets, PRIIPs KIDs, KIIDs, and regulatory reports for asset managers, fully compliant with E.U. and global requirements and available in multiple languages.

Governance.com Document Automation
By: Governance.com
https://www.governance.com/product/process-automation/

Automates document workflows for fund product lifecycle management, including approvals, review cycles, and audit trails, integrated with regulatory and compliance systems.

KPMG Clara Document Management
By: KPMG Clara for Funds
https://home.kpmg/xx/en/home/services/audit/kpmg-clara.html

Centralized repository, automated document creation, workflow management, and compliance tracking for fund product documentation and reporting.

Seismic Sales Enablement Platform
By: Seismic
https://seismic.com/solutions/financial-services/

Automated pitchbook and presentation generation, compliance-approved content library, personalization at scale, real-time data integration from multiple sources, content usage analytics, and mobile accessibility for financial advisors and sales teams.