Automates the creation, management, and storage of contracts, disclosure forms, and client service documentation for financial advisory and wealth management firms, ensuring compliance, tracking, and robust workflows.
More about SynergySuite (Selectica/Icertis division)
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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Template Library Offers a comprehensive selection of pre-built, industry-standard templates for various document types (letters, reports, proposals, etc.). |
ICI offers a robust template library including industry-standard contract types and regulatory forms, as shown on product pages and documentation. | |
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Template Customization Allows editing of existing templates or creation of new templates tailored to specific advisory needs. |
Comprehensive editing and customization of templates is a core feature of Icertis, demonstrated by its document automation and workflow tools. | |
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Merge Fields/Variables Supports insertion of dynamic fields that auto-populate with client-specific or case-specific data. |
Dynamic merge fields are supported, as Icertis auto-populates client-specific data in generated contracts (see public demos and case studies). | |
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Branding Support Supports applying firm logos, color schemes, footers, headers, and other branding elements automatically. |
Branding (logos, color, headers, etc.) is natively supported—referenced in Icertis documentation for financial services industry. | |
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Conditional Content Enables logic-driven content insertion to personalize documents based on client data or document context. |
Conditional logic for clauses and sections is a promoted Icertis feature for regulatory and client-specific customization. | |
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Bulk Document Generation Ability to generate multiple documents in batch for multiple clients or cases simultaneously. |
Bulk document generation appears in Icertis feature lists and case studies for enterprise clients. | |
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Content Library Integration Links to libraries for reusable clauses, disclosures, and other standardized language. |
Content library integration (clauses, disclosures) is core to ICI’s content management engine. | |
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Preview before Generation Allows users to preview documents in their final form prior to generation or sending. |
Previewing documents before generation or execution is referenced in the product user guides and marketing material. | |
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Language/Localization Support Supports creation of documents in multiple languages or regional settings. |
Multi-language and localization support are available; Icertis is used by global enterprises and this is mentioned in market overviews. | |
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Document Versioning Maintains historied versions of templates and generated documents for compliance and auditing. |
Version history and control is explicitly featured for compliance and audit needs in Icertis documentation. | |
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Real-time Collaboration Allows multiple team members to work on a document or template concurrently. |
ICI supports live collaboration, with user roles and concurrent editing noted in product descriptions. | |
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Document Assembly Workflow Supports stepwise assembly of complex documents with guidance and branching based on user input. |
Stepwise, wizard-based assembly aligns with ICI’s document generation workflow UI. | |
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Data-driven Content Generation Automatically selects and inserts content based on integrated databases or CRM data. |
Automatic content/field population from databases/CRMs is described in Icertis product literature. |
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CRM Integration Connects with leading CRM systems to pull in client data, notes, and history for document personalization. |
Direct integrations and data pulls from Salesforce, Microsoft Dynamics, etc., highlights strong CRM integration. | |
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Core System APIs Provides open APIs or connectors for integration with portfolio management, billing, compliance, or ERP systems. |
APIs for integrating with core banking, billing, ERP, and compliance systems detailed on developer and partner docs. | |
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Data Import/Export Supports easy data transfer in/out via Excel, CSV, XML, JSON or similar standard formats. |
Data import/export via Excel and CSV is commonly cited in user support materials and demo videos. | |
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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 support for enterprise authentication (SAML/SSO) referenced in security documentation. | |
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Document Management System (DMS) Integration Connects to enterprise DMS platforms (e.g., SharePoint, iManage, NetDocuments, Box). |
Integration available with major DMS such as SharePoint, Box, and iManage per technical integration guides. | |
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e-Signature Integration Enables seamless routing of documents for e-signatures via platforms like DocuSign, Adobe Sign, etc. |
e-signature integrations (DocuSign, Adobe Sign, etc.) enabled; confirmed on Icertis product and partner pages. | |
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Workflow Automation Integration Supports workflow orchestration with enterprise automation or BPM (business process management) tools. |
Workflow automation capabilities with BPM tools/applications are demonstrated in Icertis case studies. | |
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Real-time Data Sync Ensures that data changes in core systems are reflected in documents in real-time, minimizing errors. |
Real-time update and synchronization with connected systems listed in Icertis technical architecture overview. | |
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Notifications to Integrated Systems Sends activity and status notifications (e.g., document completed) to connected systems. |
System can push notifications, status to external systems; referenced in developer API docs. | |
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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. |
Audit trails and API/data export for audit logs documented; supports SIEM integration. |
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Pre-approved Content Controls Requires and enforces use of language and templates that are approved by compliance teams. |
Enforced use of pre-approved templates and language for compliance is highlighted in Icertis controls. | |
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Audit Trail Tracks all actions related to document generation, editing, sharing, and approval. |
Extensive audit trail: every document action logged; critical for regulated sectors. | |
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Role-based Access Control (RBAC) Restricts document access, creation, and editing to authorized personnel based on user roles. |
Role-based access control supported and configurable in Icertis platform. | |
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Electronic Signature Compliance Supports capture of digital or electronic signatures in compliance with relevant regulations (e.g., eIDAS, ESIGN Act). |
Electronic signature compliance with ESIGN, eIDAS, and other standards is listed in legal/industry certifications. | |
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Data Security Controls Provides encryption at rest and in transit; supports strong authentication. |
Encryption in transit and at rest with robust access management, as described in Icertis security whitepapers. | |
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Regulatory Update Tracking Ensures document templates and language are updated in accordance with new and evolving regulation. |
Regulatory update workflow/notification supported—product auto-updates templates for new rules. | |
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Data Retention Policy Enforcement Allows specification and enforcement of data/document retention and destruction schedules. |
Supports enforcement of retention/destruction schedules per compliance panel documentation. | |
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Document Watermarking Supports watermarks for confidential, draft, or other regulatory designations. |
Document watermarking is a configurable feature, shown in user documentation and compliance modules. | |
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Legal Hold Capabilities Allows administrators to flag/document documents for hold in the event of litigation or investigation. |
Legal hold flags and litigation response workflow are supported, according to product details. | |
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Secure Sharing/Distribution Enforces secure document transmission options (secure link, restricted download, password protect, etc.). |
Multiple options for secure document sharing/distribution—portal, link, or password, per product datasheet. |
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Intuitive User Interface Modern, easy-to-use interface suitable for both technical and non-technical users. |
Icertis UI is designed for usability for legal/operations personnel as confirmed in demo videos/customer feedback. | |
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Accessibility Compliance WCAG-compliant for users with disabilities. |
Accessibility features outlined; documentation references WCAG compliance. | |
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Mobile Access Responsive design or mobile apps for document access, review, and limited editing on the go. |
Mobile-responsive UI and iOS/Android apps facilitate on-the-go access and quick review. | |
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In-app Guidance/Tutorials Built-in tooltips, walkthroughs, and contextual help for users. |
In-app tips, guided tours, and contextual help available; detailed in onboarding/user guide. | |
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Multi-language Interface User interface can be switched between multiple languages to support diverse teams. |
Multi-language interface supported for global teams (selectable language in settings panel). | |
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Personalized Dashboards Customizable dashboards showing relevant documents, status, and tasks. |
Personalized dashboards showing relevant documents and statuses are a UX highlight in Icertis. | |
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Drag-and-drop Editing Easy editing and assembly of documents via drag-and-drop UI elements. |
Drag-and-drop UI elements for assembling and editing documents demonstrated in product walk-throughs. | |
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Document Search and Filters Advanced document search, tagging, and filtering capabilities for efficient retrieval. |
Search and filter features for rapid document retrieval are well-documented and available. | |
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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 or starring important documents is present in the Icertis platform UI. |
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Multi-step Approval Workflows Allows configuration of approval chains, notifications, and escalation for document release. |
Multi-step customizable approval workflows, including escalation/notification, described in Icertis literature. | |
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Commenting & Annotations Enables team to leave comments, suggest edits, or flag issues within documents. |
Internal commenting and annotation is supported for collaboration on contract drafts. | |
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Task Assignment Assign specific document-related tasks to individual users or teams. |
Document and workflow task assignment to users or roles supported (refer to workflow configuration options). | |
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Automated Workflow Triggers Initiates workflows based on events (e.g., document submission triggers approval chain). |
Automated triggers (e.g. approval routing upon contract submission) are available (no-code workflow editor). | |
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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. |
Document locking for edit/review status is included to avoid version conflicts. | |
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Automated Reminders Automatically reminds users of pending reviews, approvals, or expirations. |
Automatic reminders for review/approval tasks are part of workflow automation suite. | |
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Delegation Allows temporary or permanent delegation of approval or workflow steps to other users. |
Workflow step/task delegation supported (temporary and permanent). | |
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Parallel and Sequential Approval Supports both parallel and sequence-based approval processes. |
Both parallel and sequential approval chains can be set up. | |
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Time to Completion Average workflow duration from initiation to document completion. |
No information available |
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Multi-format Output Supports export to PDF, Word, Excel, HTML, and other standard formats. |
Export to PDF, DOCX, XLS, and HTML is enabled within Icertis’s output options. | |
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Bulk Distribution Allows documents to be sent or distributed in bulk to multiple recipients. |
Bulk distribution via email, portals, and DMS is supported by the distribution engine. | |
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Secure Email/Portal Delivery Supports delivery via encrypted email, secure web portals, or client logins. |
Secure delivery by encrypted email, secure client portal login are common delivery methods. | |
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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. |
Supports encrypted file transfers (SFTP, FTPS) for third-party integration. | |
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Read Receipt/Delivery Confirmation Tracks when documents are received or viewed by recipients. |
Read receipt/tracking for documents viewed/received is available in compliance/distribution logs. | |
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Document Expiry Controls Sets expiration, access limits, or revocation for distributed documents. |
Document expiration/access controls can be set for contract lifecycle management. | |
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Watermarked Output Automatically adds watermarks to distributed documents where required. |
Watermarks can be automatically added to output as required for regulatory purposes. | |
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Output Speed Average time taken to generate and deliver a batch of 100 standard documents. |
No information available |
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Data Encryption Encrypts documents at rest and in transit, using industry-standard protocols. |
Industry-standard encryption of documents at rest and in transit is highlighted as a security feature. | |
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Multi-factor Authentication (MFA) Requires MFA for access to sensitive document generation and management features. |
Multi-factor authentication supported for access to administrative features. | |
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Granular Permissions Fine-grained permissions for document access, editing, sharing, and deletion. |
Granular user permissions for document creation, editing, download, and sharing available. | |
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Activity Monitoring Logs and monitors all user activity for security and compliance. |
Comprehensive activity monitoring/logging is part of compliance and risk modules. | |
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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. |
Audit log retention policy is configurable—see compliance configuration section. | |
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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 for document subject access requests and deletion is highlighted in compliance documentation. |
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High Availability Supports redundancy and failover to keep system running with minimal downtime. |
High availability and redundancy featured in Icertis architecture overview for large enterprises. | |
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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. |
Platform engineered for high user/document scalability (see performance benchmarks on Icertis blog). | |
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Disaster Recovery Plans and technology in place to recover from catastrophic failures. |
Disaster recovery and business continuity plans cited in due diligence and security sections. | |
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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 |
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Document Generation Reports Provides reports on volumes, types, and frequencies of generated documents. |
Reporting on document and contract generation volumes and usage is available in analytics/insights modules. | |
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User Activity Reports Tracks document-related activity by individual users or teams. |
User activity reporting for compliance/auditing is enabled in the analytics dashboard. | |
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Turnaround Time Metrics Reports metrics on time taken from document initiation to completion. |
Turnaround and workflow time metrics are available in standard and custom report suites. | |
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Exception/Error Reporting Alerts and reports on failed or incomplete document workflows. |
Exception and error/failure reports are generated for failed document or workflow processes. | |
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Template Usage Statistics Monitors frequency and context of template usage. |
Template usage monitoring is described for optimization and compliance reviews. | |
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Exportable Reports Ability to export reports to Excel, PDF, or CSV for further analysis. |
Reports are exportable in Excel, PDF, or CSV formats. | |
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Custom Report Builder Allows configuration of custom reports on document activity and metadata. |
Custom report creation supported for document and process analytics. |
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24/7 Support Availability Round-the-clock support via email, chat, or phone. |
24/7 support for enterprise contracts is repeatedly cited in Icertis support offerings. | |
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Onboarding and Training Services Structured onboarding, training, and documentation to support initial and ongoing user education. |
Structured onboarding, detailed knowledge base, and guided implementation featured in customer references. | |
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Regular System Updates Vendor regularly provides updates for security, compliance, and feature improvements. |
System receives regular feature/security/compliance updates; announced in release notes. | |
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Dedicated Account Manager Assignment of a dedicated specialist for ongoing account management. |
Dedicated account manager for larger customers noted as part of premium service offerings. | |
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Professional Services Offered Consulting, customization, and integration support offered as value-added services. |
Professional services, customizations, and integrations available for clients. | |
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Self-Service Support Portal Provides customers with access to documentation, knowledge base, and ticketing. |
Self-service portal with docs, KB, and ticketing is part of Icertis client support. | |
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Incident Response Time Average time to first response for critical support tickets. |
No information available |
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Transparent Pricing Model Clear, upfront costs with no hidden or ambiguous fees. |
Transparent and public pricing available upon request/sales process—'no hidden fees' referenced in customer reviews. | |
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Flexible Licensing Options for per-user, per-document, or enterprise/unlimited usage licensing. |
Multiple licensing models supported: per user, per document, and enterprise unlimited. | |
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Free Trial or Pilot Availability of free or limited-time trial environment for evaluation. |
Free pilots/trials available; confirmed via sales inquiries and public references. | |
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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 long-term lock-in is a feature of direct Icertis contracts (monthly and annual plans offered). | |
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Support/Update Costs Included Ongoing support, security, and updates are included in the base license fee. |
Support/security updates included with standard SaaS license. | |
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Annual Cost Typical cost per year for a standard team (specify if possible). |
No information available |
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