Document Management Systems for Fund Operations
Platforms for storing, organizing, retrieving, and managing electronic documents related to fund operations, including statements, confirmations, legal documentation, and other records.
Other Fund Operations
Intelligent automation platform for banking operations that combines document capture, management, and process automation. Features include cognitive document automation, mobile capture, e-signature capabilities, case management, and compliance support for banking regulations.
Metadata-driven document management system that organizes banking documents by what they are, not where they're stored. Features include automated workflows, version control, compliance tools, audit trails, and integration with banking systems through APIs.
Cloud content management platform with bank-grade security features, workflow automation, e-signature integration, retention policies, and collaboration tools. Enables secure document sharing with clients and integration with core banking systems while maintaining compliance with banking regulations.
Comprehensive document management system designed specifically for banking operations that provides secure document capture, storage, retrieval, and lifecycle management. Features include regulatory compliance tools, audit trails, version control, workflow automation, and integration with core banking systems.
Enterprise document and content management platform that helps banks manage the entire lifecycle of documents. It offers features like advanced search capabilities, content federation, automated classification, integrated workflow, compliance management, and secure mobile access.
Comprehensive document management system tailored for fund operations, featuring automated workflow processing, regulatory compliance tracking, investor document management, audit trails, and integration with fund accounting systems.
Streamlines document management throughout the fund lifecycle, from initial capture through processing, distribution, and compliance. Offers collaboration features and secure cloud-based access.
Facilitates electronic document management through secure storage, version control, and a robust search functionality. Designed to comply with industry regulations and enhance operational efficiency.
Offers a comprehensive suite of tools for document creation, storage, processing, and compliance monitoring within fund operations, ensuring better control and compliance.
A comprehensive document management platform tailored for fund management, allowing users to efficiently organize, categorize, and retrieve documents, while ensuring compliance and security.
A document management system designed for fund operations, offering features such as version control, role-based access, and integration with existing fund management systems to enhance efficiency.
A cloud-enabled document management system that fosters collaboration and efficiency in fund operations, featuring automated document tracking, workflows, and compliance checks.
A collaboration platform that provides secure document management with integration for financial services, allowing for better workflow, secure access and document sharing, and collaboration in investment operations.
A comprehensive document management solution integrated into project management, allowing users to share, collaborate on, and secure documents, along with task management capabilities.
Supports digital document management, processing, and collaboration for fund operations. Features include secure archiving, automated document workflows, integration with SimCorp Dimension, and compliance management.
Streamlines management of client and fund documents, automates workflow approvals, supports regulatory compliance, and integrates with other Advent fund management solutions.
Process automation and document management platform featuring electronic forms, workflow automation, document generation, and electronic signatures. Specialized capabilities for fund operations include NAV approval workflows, investor document processing, and compliance documentation.
