Company
Category
Investment AdvisorySettlement & ReconciliationComplianceTradingOperation Support
Released
13 September 2019
Type:
Open API
Capmatix automation framework for documents, processes and data
Contact usAbout the partnership
Capmatix merges knowhow and technology, so that you can automate the creation of your processes and documents. It enables the automated creation of PIBs, KIDs and all documents around your individual products and related digital equivalent, i.e. explanatory and educational videos.
Key features
- Automated, audit-proof creation of documents and digital sales presentations compliant with the latest regulation
- Powerful workflow and logic engine to automate processes, permissioning, distribution and notifications
- Ability to support multi-language, multi-jurisdictions, multi-tenant, multi-layout documents across different formats