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What is DocuClass?

Effectively oversee your data by implementing a digital transformation plan that focuses on the digitization and automation of your business operations. This strategy promotes remote information access, thereby facilitating better decision-making and improved customer interactions. Utilizing DocuClass enables you to manage the entire lifecycle of information, which includes capturing, accessing, organizing, automating processes, integrating, archiving, and distributing documents. By optimizing and systematizing your document management with DocuClass, you can enhance process efficiency, execute tasks, address exceptions, and apply business rules while reducing redundancies. Achieve immediate access to vital information from anywhere at any time, while maintaining control over access and permissions to ensure adherence to specific rules and regulations. By eliminating manual tasks and decreasing operational expenses, businesses that have adopted DocuClass have successfully revamped their information management within their processes, resulting in notable efficiency improvements. Adopting this innovative technology not only boosts productivity but also strategically positions your organization for growth in a rapidly evolving digital environment, paving the way for enhanced competitiveness and sustainability.

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.

Media

Media

Integrations Supported

VMware Cloud

Integrations Supported

VMware Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cima Software

Date Founded

1992

Company Location

United States

Company Website

cima-software.com

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

Categories and Features

Delivery Management

Customer Portal
Dispatch Management
Driver ETA
Driver Management
For Courier Services
For Freight
For Restaurants
Order Tracking
Routing
Scheduling
Signature Capture
Surveys & Feedback

Logistics

3PL
Barcoding / RFID
CRM
Container Tracking
Cross Docking
Fleet Management
Inventory Management
Order Management
Purchasing
Scheduling
Shipping Management
Transportation Management

Categories and Features

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