Manufacturers of structured products are required to produce thousands of legal and investor-facing documents, including term sheets and marketing materials. Automated documentation workflows optimize the document generation process, which saves time, reduces error rates, and cuts costs. We offer a range of solutions, including self-service and fully sourced templating options.

Our solution

  • Two service models: (1) self-service templating and (2) fully outsourced template creation and maintenance by dedicated staff, subject to contractual SLAs
  • Data entry options via REST API (for flow trades) or a web-based form (for bespoke structures)
  • Document generation in DOCX and PDF formats
  • Multiple integration options: (1) standard PRIIP Cloud XML format, (2) IBT format or (3) custom client-side XML/JSON formats
  • Multi-language drafting engine
  • Integrated market data
  • Common code libraries with modular design, which allow onboarding of new payoffs very quickly
  • Daily regression testing at the UAT/PROD boundary and, optionally, in PROD for zero-error code releases
  • Workflow tool to coordinate multi-party document review and sign-offs
  • Integrated SEC EDGAR filing capabilities
  • Minimal vendor dependence as all document templates and related code may be exported into a standalone webapp
  • Integration with Luma and Transparitrade multi-issuer platforms
Step 1: Data

You provide the product data to us automatically via REST API (for flow trades) or manually via a web UI (for bespoke trades). We validate the data and enrich it with market prices.

Step 2: Template

The data is merged with document templates for term sheet, final terms, and other required documents. The document generation engine uses state-of-the-art code libraries to draft all relevant disclosure, including translations (if applicable).

Step 3: Document

Documents are generated within seconds. Thanks to our solution’s distributed architecture and load balancers, we can handle peak loads of ten or more documents per second.

Step 4: Review

If required, the documents are then forwarded to our Workflow tool for central tracking of review, comments and sign-off of documents, which can include the dissemination of the documents and related metadata via RegXchange and/or filing with regulators​.

Tier 1 clients

Global coverage

Unique domain knowledge


Time savings
  • Establish a robust STP issuance process
  • Serve RFQ platforms with term sheets created in real time
Higher accuracy
  • Increase client satisfaction
  • Reduce compliance risks
Lower legal spend
  • Cut back involvement of lawyers in drafting of deal documents
  • Convert variable cost legal opinions into a flat-fee service regardless of trade volumes
Headcount optimizations
  • Allow staff to focus on revenue-generating activities
  • Convert employee headcount into a metered fully managed service
Our industry-leading document automation platform includes the following:

Technology platform

  • Two London-based data centers operated in an active/active configuration
  • ISO 90001, 14001 and 27001 certified
  • Cyber Essentials Plus certification
  • GDPR compliance
  • Resilience/automatic failover
  • Multiple integration options
  • Intrusion Prevention System (IPS)
  • Web Application Firewall (WAF)
  • Host-based endpoint thread detection
  • Rate limiting
  • Multi-factor authentication (MFA)
  • Federated identity (SAML SSO), IDP initiated flow
  • Audit logging

Download brochure

Download our brochure for all the details about our solution

Request a demo

We will get in touch to present you our solution and answer all your questions

This website is using cookies.
We use them to give you the best experience. If you continue using our website, we'll assume that you are happy to receive all cookies on this website.