At WallStreetDocs we have developed a portfolio of products that both enhance and compliment our document automation and delivery offering. Each product has been developed with the key aim of using cutting-edge automation technologies to make business processes more robust and efficient.
See below for more information on our products and how they could help you.
WallStreetDocs Doc Auto is a versatile document automation platform that can connect to a variety of data sources and instantly produce complex documents in a broad range of formats.
Built on the foundation of the WallStreetDocs doc auto platform, priip cloud is a bespoke award-winning solution for the production of Key Information Documents (KIDs) required under the PRIIPs financial regulation for structured products, OTC derivatives and funds.
RegXchange is an industry utility platform used for the exchange of PRIIP and MiFID II data and documentation, including the PRIIP Key Information Document (KID). RegXchange receives data and documents from the PRIIP Cloud KID generation tool and directly from manufacturer organisations and third-party platforms and connects with various European distributors, data vendors and third-party platforms.
Transparitrade is a comprehensive multi-issuer platform developed for the U.S. structured investments market and designed to stimulate market growth through increased transparency and accessibility of investment products. Transparitrade is available completely free of charge to wholesalers, broker-dealers, private banks, RIAs, institutional clients and other distributors.
WallStreetDocs has the unique domain knowledge required to offer banking clients a comprehensive document and data automation solution. This expert domain knowledge combined with our unique service model enables our clients to improve not only the quality and production speed of their legal and marketing documentation, but also facilitate client on-boarding, better manage risk, improve transparency and proactively respond to regulatory change.
WallStreetDocs automates the production and delivery of all types of trade and relationship documents:, including term sheets, pricing supplements, final terms, confirmations, master agreements, fact sheets and other marketing documents for the following sectors:
The fast pace of business today requires human resource departments to maximize efficiency and productivity in order to draw and retain talented employees. They also need to stay a step ahead of risk and compliance issues while operating under lean budget constraints. Consistency, accuracy and efficient risk management are vital.
From standardized employment agreements to customized offer letters with various branding and compliance requirements, HR documents can all be templatized and automated with WallStreetDocs’ document automation solution, increasing your departments ability to control its processes all while lowering costs, minimizing errors and improving data quality.
Since the financial crisis, there has been increasing pressure on legal firms to both cut fees and improve client responsiveness. Fixed fee-arrangements are increasingly common, forcing lawyers to work more efficiently to achieve minimum margins. Increased functionality achieved by utilizing document automation and retention processes to effectively manage precedents and template is vital for improving efficiency. WallStreetDocs solutions can assist to transform this process.
WallStreetDocs' solutions enable law firms to improve the consistency and speed of document production through templates that are easy to update as requirements change. As the only vendor with extensive domain know-how and senior management composed of qualified and practicing lawyers, WallStreetDocs is a strong partner for law firms seeking to reinvent their precedent management and document production processes.
Insurance underwriters, reinsurers and brokers are all under increased pressure as a result of the ever-changing regulatory and legal landscape yet are still required maintain efficiency, keep costs low and effectively manage risk. Policy documentation must meet these ever-changing regulatory and legal requirements as well as customer-requested changes.
WallStreetDocs offers document and data automation solutions that help insurers streamline the production of policies, claims, quotes, slips, and other insurance documentation, which can shorten turnaround times, lower costs and lead to more robust risk management though increased document and data consistency and retention.
Leases and other real estate agreements are the mainstay of commercial real estate. Improving the accuracy and speed of the sales and lease origination process is paramount for real estate firms in order to stay competitive in the market.
From appraisals to leases, term sheets to loan agreements, WallStreetDocs' document automation solutions can help real estate businesses lower costs and improve both the efficiency and speed of related business processes.
Sales and marketing proposals are the front line of business. They are usually the first and sometimes the only documents that clients look at. Proposals and reports must provide accurate statistics and need to leverage data from many sources both in and outside of a company as well as maintain brand consistency.
WallStreetDocs' document automation solutions enable companies to provide standardized proposals and marketing material very quickly, and our template services allow them to produce easy to use marketing slide shows based on various input data while also allowing for specific layout and branding requirements. By leveraging automation capabilities sales and marketing teams can ensure consistent and standardized material can be delivered to clients quickly and efficiently.