Convert finalized DOCX documents into regulator-ready format, supporting proof review, and enabling automatic or service-assisted submissions. It can operate standalone or fully integrated into the WSD issuance workflow.
One platform. EDGAR & SEDAR covered.
Automatically file pricing supplements and free writing prospectuses with the SEC and CSA, reducing regulatory submission risk.
DOCX in. EDGAR-ready out.
Convert structured product documents into compliant EDGAR format within seconds, eliminating manual formatting errors.
Proof. Approve. Submit. Seamlessly.
Review SEC proofs, comment, and file automatically or via the WSD service desk, balancing speed with additional oversight.
APIs, email & dashboard access.
OAuth2-secured APIs with dashboard and email support, integrating easily into internal systems and workflows.
Integrated or standalone. Your choice.
Connect directly with DocAuto, PRIIP Cloud, and Workflow, enabling straight-through processing from document generation to regulator submission.
Aligning technology with business impact.
Reduced EDGAR formatting risk
Shortened time to SEC and CSA submission
Supports automated or controlled filing within your structured products issuance process
Whether you're launching, distributing, or investing in products - manual processes are holding you back.
For Issuers
Align your teams to issue more deals in a fraction of the time. One platform, one product definition, every team on the same page.
For Distributors & Private Banks
Ready-to-use data from a single source of truth, standardising product information before it reaches you.
For OTC Market Participants
Automating OTC documentation and workflows to reduce friction, accelerate execution, and ensure consistency.
The platform and partner for structured products. Built around product meaning, not shortcuts - so data, documents and distributions stay aligned over time.
