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.
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.
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).
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.
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