What's in the box
Purpose-built features for efficient, compliant, end-to-end document generation.
Connection with trading systems
Automatically receive the necessary data from your existing deal capturing solutions with predefined fields.
Branded templates
Every document follows your brand guidelines and approved templates for a consistent client experience.
Multilingual setup
Deliver document in the language your clients prefer with multilingual template support.
Flexible export
Create refined Word or PDF documents in seconds—edit if needed or deliver instantly to your client.
Cloud auto-save
Work confidently with built-in cloud auto-save. Every input is stored automatically as you go.
Secure and scalable
Built with strong security and seamless scalability, giving IT and risk teams confidence as the business grows.
Our clients speak for us
They absolutely love to work with our products.
Flawless document generation
Intuitive layouts keep focus on what matters. Navigate effortlessly and get things done faster with less clutter.
Time-intensive & error-prone processes
Manual copy-and-paste work between trading systems and required documents.
Compliance & branding issues
Documents do not comply with legal- and branding requirements.
