Enterprise Document Generation

Document Generation and Merging for Financial Planners - Image 1

An innovative solution that draws information from multiple sources to generate one document formatted to your specific design using batch processing.

How some of Our Clients have used Binder

Advantage 1

  • Batch FDS and Opt In documents to clients
  • Batch Client Investment Statements
  • Batch Records of Advice (RoA) for product transitions
How our financial planner clients haved used Binder image

Advantage 2

  • Batch Client Investment Progress Reports
  • Batch Client Letters



Benefits of Binder

Document Generation and Merging for Financial Planners - Benefit Image 1

Future document generation technology

  • Advanced merging capabilities including the ability to produce complex tables and charts
  • Ability to generate documents in Word, Powerpoint and PDF format
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Document Generation and Merging for Financial Services Industry - Benefit Image 2

Integrates easily with any software

  • Binder is compatible with your existing software
  • No requirement to build your own document generation tool
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Document Generation and Merging for Financial Planners - Benefit Image 3

Produce documents on demand or through scheduling

  • Flexible batch processing options allows you to prepare and create your documents when you need them
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