Enterprise Document Generation
Imagine if you could turn integrate varies systems data sources into a document generation system. The powerful innovative solution will create documents formatted to your design and merge the sources of data into the document to either batch processed or one document at a time. You can with Binder!
Binder enterprise powerful solution have been used by some of the largest businesses to run batch reports to clients.
- Batch FDS and Opt In documents to clients
- Batch Client Investment Statements
- Batch Records of Advice (RoA) for product transitions
- Batch Client Investment Progress Reports
- Batch Client Letters
Future document generation technology
- Advanced merge formatting capabilities of tables and charts
- Ability to generate documents in Word, Excel, Powerpoint and PDF format
Integration is easily with any software
- Binder is compatible with your existing software
- No requirement to build your own document generation tool
Generate documents on demand or scheduled
- Flexible batch processing options allowing you to prepare and create your documents when you need it.
What the clients say
“YTML’s flexibility allowed us to scale our resourcing according to the ever changing demands of FOFA. Their response was quick and delivery was always as promised. The people of YTML were a knowledgeable and trustworthy partner who helped us shape an optimal solution that allowed us to deliver to our legislation deadlines”
Warren Dunne | Head of Operations, Advice - BT Financial Group
“YTML has provide us with a time efficient and affordable method to build a website that is interactive, professional in appearance, as well as being easy to administer. YTML’s response times are exceptional and they are willing to help whenever required”
Todd Jeffrey | Principal, Generational Financial
“The team behind YTML have enabled us to achieve a core operational objective. They have designed an advice solution to our requirements and assisted us to implemented a high quality, efficient process to deliver advice to our clients”
Lee Wapling | CEO, FMD
“YTML has exceeded our high expectations. Not only have YTML worked closely with us to engineer a solution to our complex review template issues, YTML has also guided us in terms of our software’s abilities and limitations. Without YTML’s experience and patience throughout the process we would never had discovered the capabilities and limitations of the software.”