Reinventing Deal Execution and Compliance
What is WallStreetdocs?
WallStreetdocs is an innovative provider of document-centric automation solutions for banks and other financial institutions. We offer a complete range of tools for creating, processing and storing legal and financial documents. We also offer a library of standard forms and a database of boilerplate disclosure. Depending on your requirements, you can opt to license our entire range of solutions or individual components.
Get up and running in less than 3 weeks
We work extremely quickly. Typically our clients receive login details within 1 day and fully functional document templates within 3 weeks.
"Mix and match" IT platforms
You already have an IT system to manage your legal and financial documents? Use WallStreetdocs to supercharge their performance. Thanks to our XML/SOAP API, you can easily integrate different components of WallStreetdocs with your existing trade booking system or any of a variety of other document management platforms (e.g., Thunderhead, SharePoint).
Legal opinions
We have relationships with several law firms who provide legal opinions on deals for which documents are generated with WallStreetdocs. Using WallStreetdocs in combination with one of these firms allows banks to save time and cut costs.
KEY BENEFITS
- Extremely fast creation of document templates. Start automating documents within 3 weeks instead of months or years.
- A team consisting of lawyers and IT experts. Our long-standing experience with documenting financial transactions makes us the ideal partner for issuers and lenders alike.
- Databases to facilitate the drafting of investor-friendly disclosure. Rely on WallStreetdocs for product-specific risk factors and descriptions/disclaimers of underlyings.
- No need to install new software. Use WallStreetdocs as a web-based platform (for optimal support) or as a deployed solution (if your documents include sensitive information).
- Modular architecture. WallStreetdocs can be easily integrated with existing systems.