Document generation software that automates the creation of financial advisory documents from templates. Features include dynamic data merging, conditional logic, automated workflows, digital signatures, and integrations with CRM systems. Creates client proposals, financial plans, contracts, and compliance documentation.
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.). |
Formstack Documents offers pre-built templates for proposals, contracts, compliance documents, and more, as indicated in product overviews. | |
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Template Customization Allows editing of existing templates or creation of new templates tailored to specific advisory needs. |
The product advertises template customization features, supporting editing and creation of custom templates. | |
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Merge Fields/Variables Supports insertion of dynamic fields that auto-populate with client-specific or case-specific data. |
Formstack Documents supports merge fields for dynamic data insertion, as listed in product specifications. | |
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Branding Support Supports applying firm logos, color schemes, footers, headers, and other branding elements automatically. |
Branding features (logos, colors, headers, footers) are described in user documentation and marketing materials. | |
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Conditional Content Enables logic-driven content insertion to personalize documents based on client data or document context. |
Conditional content (logic-driven insertion) is explicitly supported per feature descriptions. | |
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Bulk Document Generation Ability to generate multiple documents in batch for multiple clients or cases simultaneously. |
Bulk or batch document generation is a key advertised function of Formstack Documents. | |
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Content Library Integration Links to libraries for reusable clauses, disclosures, and other standardized language. |
Product supports clause/field re-use via content library integration as shown in documentation. | |
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Preview before Generation Allows users to preview documents in their final form prior to generation or sending. |
Preview capability is provided before document generation or sending. | |
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Language/Localization Support Supports creation of documents in multiple languages or regional settings. |
Formstack Documents provides localization and language support per product guides. | |
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Document Versioning Maintains historied versions of templates and generated documents for compliance and auditing. |
No information available | |
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Real-time Collaboration Allows multiple team members to work on a document or template concurrently. |
Supports real-time collaboration among team members on templates and documents. | |
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Document Assembly Workflow Supports stepwise assembly of complex documents with guidance and branching based on user input. |
Formstack has guided workflows for document assembly, including logic-based branching. | |
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Data-driven Content Generation Automatically selects and inserts content based on integrated databases or CRM data. |
Documents can be generated using data driven from CRM or spreadsheets. |
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CRM Integration Connects with leading CRM systems to pull in client data, notes, and history for document personalization. |
Formstack Documents integrates with several leading CRM systems, such as Salesforce. | |
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Core System APIs Provides open APIs or connectors for integration with portfolio management, billing, compliance, or ERP systems. |
Open API and various integrations are available for third-party systems. | |
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Data Import/Export Supports easy data transfer in/out via Excel, CSV, XML, JSON or similar standard formats. |
Supports import/export with CSV, Excel, and other common formats. | |
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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 (SSO) is available as per enterprise features listed. | |
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Document Management System (DMS) Integration Connects to enterprise DMS platforms (e.g., SharePoint, iManage, NetDocuments, Box). |
Integration with platforms like Box, Dropbox, SharePoint are advertised. | |
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e-Signature Integration Enables seamless routing of documents for e-signatures via platforms like DocuSign, Adobe Sign, etc. |
Digital signature platform integrations (e.g., DocuSign, Adobe Sign) are explicitly supported. | |
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Workflow Automation Integration Supports workflow orchestration with enterprise automation or BPM (business process management) tools. |
Workflow automation (e.g. Zapier, CRM triggers) integrations are documented. | |
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Real-time Data Sync Ensures that data changes in core systems are reflected in documents in real-time, minimizing errors. |
No information available | |
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Notifications to Integrated Systems Sends activity and status notifications (e.g., document completed) to connected systems. |
No information available | |
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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 trail capabilities are listed for compliance integrations. |
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Pre-approved Content Controls Requires and enforces use of language and templates that are approved by compliance teams. |
Pre-approved templates and language controls can be enforced for compliance. | |
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Audit Trail Tracks all actions related to document generation, editing, sharing, and approval. |
An audit trail is provided for all document activities as per compliance standards. | |
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Role-based Access Control (RBAC) Restricts document access, creation, and editing to authorized personnel based on user roles. |
Role-based permissions are configurable for document access and editing. | |
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Electronic Signature Compliance Supports capture of digital or electronic signatures in compliance with relevant regulations (e.g., eIDAS, ESIGN Act). |
Integration with major e-signature providers enables regulatory compliance. | |
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Data Security Controls Provides encryption at rest and in transit; supports strong authentication. |
Encryption in transit and at rest is detailed in Formstack security documentation. | |
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Regulatory Update Tracking Ensures document templates and language are updated in accordance with new and evolving regulation. |
Regulatory updates to templates are managed and communicated by Formstack. | |
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Data Retention Policy Enforcement Allows specification and enforcement of data/document retention and destruction schedules. |
No information available | |
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Document Watermarking Supports watermarks for confidential, draft, or other regulatory designations. |
Document watermarking for draft, confidential, etc. is supported as per product guides. | |
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Legal Hold Capabilities Allows administrators to flag/document documents for hold in the event of litigation or investigation. |
No information available | |
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Secure Sharing/Distribution Enforces secure document transmission options (secure link, restricted download, password protect, etc.). |
Secure distribution methods, like password protection and secure links, are available. |
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Intuitive User Interface Modern, easy-to-use interface suitable for both technical and non-technical users. |
Formstack Documents provides an easy and intuitive interface suited for a broad range of users. | |
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Accessibility Compliance WCAG-compliant for users with disabilities. |
No information available | |
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Mobile Access Responsive design or mobile apps for document access, review, and limited editing on the go. |
Responsive design and mobile app support are included per Formstack documentation. | |
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In-app Guidance/Tutorials Built-in tooltips, walkthroughs, and contextual help for users. |
In-app guidance and tutorials are mentioned in onboarding and support resources. | |
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Multi-language Interface User interface can be switched between multiple languages to support diverse teams. |
No information available | |
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Personalized Dashboards Customizable dashboards showing relevant documents, status, and tasks. |
Dashboards and homescreens can be personalized, as shown in feature lists. | |
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Drag-and-drop Editing Easy editing and assembly of documents via drag-and-drop UI elements. |
No information available | |
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Document Search and Filters Advanced document search, tagging, and filtering capabilities for efficient retrieval. |
Search, tagging, and filtering for documents is available in the platform. | |
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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. |
No information available |
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Multi-step Approval Workflows Allows configuration of approval chains, notifications, and escalation for document release. |
Complex approval chains with notifications are supported in workflow features. | |
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Commenting & Annotations Enables team to leave comments, suggest edits, or flag issues within documents. |
Commenting and annotations are available for collaboration on documents. | |
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Task Assignment Assign specific document-related tasks to individual users or teams. |
Task assignment for workflow steps is available, as referenced in product guides. | |
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Automated Workflow Triggers Initiates workflows based on events (e.g., document submission triggers approval chain). |
Automation triggers, such as on generation or approval, are configurable. | |
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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 to prevent concurrent conflicting edits is provided. | |
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Automated Reminders Automatically reminds users of pending reviews, approvals, or expirations. |
Automated reminders and notifications are standard workflow features. | |
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Delegation Allows temporary or permanent delegation of approval or workflow steps to other users. |
Delegation of workflow steps is an advertised product feature. | |
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Parallel and Sequential Approval Supports both parallel and sequence-based approval processes. |
Parallel and sequential approvals can be configured in workflow settings. | |
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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, Word, Excel, and HTML is explicitly supported. | |
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Bulk Distribution Allows documents to be sent or distributed in bulk to multiple recipients. |
Bulk distribution via email or integrated platforms is available. | |
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Secure Email/Portal Delivery Supports delivery via encrypted email, secure web portals, or client logins. |
Documents can be delivered via secure portals or secure email options. | |
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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. |
Secure file delivery with encryption is noted in platform security documentation. | |
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Read Receipt/Delivery Confirmation Tracks when documents are received or viewed by recipients. |
Read receipts are supported via e-signature integrations and email delivery tracking. | |
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Document Expiry Controls Sets expiration, access limits, or revocation for distributed documents. |
Expiration controls for distributed documents are available in sharing settings. | |
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Watermarked Output Automatically adds watermarks to distributed documents where required. |
Automated watermarks for specific document types or statuses are supported. | |
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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. |
Encryption of data at rest and in transit is core to platform security. | |
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Multi-factor Authentication (MFA) Requires MFA for access to sensitive document generation and management features. |
Multi-factor authentication can be required for user accounts. | |
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Granular Permissions Fine-grained permissions for document access, editing, sharing, and deletion. |
Granular permissions for documents and data are configurable. | |
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Activity Monitoring Logs and monitors all user activity for security and compliance. |
All user actions can be monitored and logged for compliance and security. | |
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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 logs are retained for compliance and audit purposes. | |
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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. |
Supports GDPR and CCPA data compliance functions (DPA, access, erasure requests, etc.). |
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High Availability Supports redundancy and failover to keep system running with minimal downtime. |
Formstack infrastructure is designed for high availability per technical resources. | |
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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. |
Product scales to enterprise volumes without noticeable performance degradation. | |
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Disaster Recovery Plans and technology in place to recover from catastrophic failures. |
Disaster recovery and business continuity policies are outlined in Formstack documentation. | |
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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. |
Formstack Documents provides reporting on document generation volumes and frequencies. | |
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User Activity Reports Tracks document-related activity by individual users or teams. |
User activity reporting is available for administrators. | |
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Turnaround Time Metrics Reports metrics on time taken from document initiation to completion. |
Reporting includes turnaround and workflow metrics. | |
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Exception/Error Reporting Alerts and reports on failed or incomplete document workflows. |
Exception and workflow error reporting are part of the admin dashboard. | |
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Template Usage Statistics Monitors frequency and context of template usage. |
No information available | |
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Exportable Reports Ability to export reports to Excel, PDF, or CSV for further analysis. |
Exportable reports in Excel and PDF format are available. | |
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Custom Report Builder Allows configuration of custom reports on document activity and metadata. |
Customizable report builder is included for document activity and metrics. |
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24/7 Support Availability Round-the-clock support via email, chat, or phone. |
24/7 support via various channels is referenced in vendor service sections. | |
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Onboarding and Training Services Structured onboarding, training, and documentation to support initial and ongoing user education. |
Onboarding and training are included as standard, as per vendor support site. | |
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Regular System Updates Vendor regularly provides updates for security, compliance, and feature improvements. |
Regular product and security updates are provided. | |
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Dedicated Account Manager Assignment of a dedicated specialist for ongoing account management. |
Dedicated account manager service is available for enterprise customers. | |
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Professional Services Offered Consulting, customization, and integration support offered as value-added services. |
Formstack offers professional services (consulting, setup, integration), as described on the vendor's services page. | |
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Self-Service Support Portal Provides customers with access to documentation, knowledge base, and ticketing. |
Self-service support portal is available to all users. | |
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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 published pricing tiers are available on the vendor website. | |
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Flexible Licensing Options for per-user, per-document, or enterprise/unlimited usage licensing. |
Supports usage-based, per-user and enterprise/unlimited licensing, based on pricing page. | |
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Free Trial or Pilot Availability of free or limited-time trial environment for evaluation. |
Offers a free trial as part of the sales process. | |
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Volume Discount Tiers Discounts for higher usage, supporting scalability at lower per-unit cost. |
Volume-based price discounts are offered for high-usage customers. | |
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No Lock-in Period Ability to terminate/adjust licensing without long-term lock-in. |
Month-to-month licenses are available, so no long-term lock-in is required. | |
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Support/Update Costs Included Ongoing support, security, and updates are included in the base license fee. |
Support and system updates are included in standard licenses. | |
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Annual Cost Typical cost per year for a standard team (specify if possible). |
No information available |
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