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What is Broadridge DocuBuilder?

Utilize a data-driven content management system to efficiently create and share regulatory documents with both accuracy and rapidity. With DocuBuilder, users can break down, categorize, and repurpose smaller, modular components like mutual fund details and descriptions of different policies and services. The platform features user-friendly metadata tagging, making it easy to integrate these components into any document seamlessly. Effortlessly manage complex regulatory fund documents with the help of DocuBuilder, an innovative tool that connects content elements across various formats and documents. When a modification is made to a content piece in one file, the system enables quick identification and simultaneous updating of other documents that contain that content, greatly simplifying the revision process for mutual fund regulatory submissions. Additionally, the system ensures that all output is automatically formatted to fulfill SEC filing standards. Increase your efficiency in making updates while ensuring consistency across documents. DocuBuilder empowers users to create, adjust, package, and distribute intelligent content from a single centralized hub, saving both time and resources in the process. Furthermore, this platform not only boosts productivity but also encourages collaboration among team members engaged in multiple regulatory initiatives, enhancing overall effectiveness and communication in the workflow.

What is Adenza?

We create and execute top-tier solutions focused on improving investment efficiency, uncovering hidden value, and promoting growth. Our all-encompassing services in trading, treasury, risk management, and regulatory compliance enable financial institutions to seamlessly integrate and enhance their operations. We serve an extensive array of clients, including global, central, and regional banks, broker-dealers, insurers, asset managers, pension funds, hedge funds, stock exchanges, clearinghouses, securities services firms, and large corporations. Our tailored offerings are powered by a dedicated team of exceptional professionals who are passionate about driving innovation forward. With our risk and regulatory reporting solutions, you can efficiently fulfill your regulatory requirements while creating enduring value. Our integrated solutions for capital markets and treasury act as a singular source of truth, streamlining decision-making processes and boosting operational efficiency. As you face the intricate task of managing substantial volumes of trades throughout the transaction lifecycle, our solutions aim to simplify and enhance this journey. By harnessing our expertise, you can turn obstacles into pathways for growth and advancement, paving the way for a brighter financial future. Ultimately, our commitment is to support your success in an ever-evolving financial landscape.

Media

Media

Integrations Supported

Integrations Supported

EverDesk
Lynx Trading Platform
RISQ
TCS ADD
TCS CHROMA
TCS HOBS
TCS Intelligent Urban Exchange
TCS MasterCraft DataPlus
TCS MasterCraft DevPlus
TCS MasterCraft TransformPlus
TCS OmniStore
TCS Optumera
TCS TAP

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

Broadridge

Company Location

United States

Company Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/composition-and-publishing-for-legal-documents

Company Facts

Organization Name

Adenza

Company Location

United States

Company Website

adenza.com

Categories and Features

Regulatory Reporting

Not specified

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Market Risk Management
Operational Risk Management
Portfolio Management
Risk Analytics Benchmarks
Value At Risk Calculation

Regulatory Reporting

Not specified

Treasury

Cash Management
Liquidity Management
Risk Management

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