Key Benefits

• Regulatory submissions — Manage all regulatory submissions, including annual reports, quarterly filings, and new product registrations. Streamline submissions to different jurisdictions.

• Disclosures — Streamline the creation and review process of disclosures to clients, from changes in account terms and conditions to new product announcements.

• Collaboration — Enable teams to research, develop, and review new submissions and disclosures in a collaborative workspace.

• Automated review and control — Ensure rigorous, auditable reviews by the sales, marketing, legal, and compliance departments. Lock down approved content.

• Controlled content — Enforce strict control over content once approved, and enable simultaneous distribution.

• Audit trails — Track who accessed, viewed, modified, and shared information, and track information expiration and archiving.

• Archiving and records management — Ensure that records cannot be modified, and that they are retained and accessible for the appropriate period of time.