Enterprise Document Generation

See how our Binder solution works

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

See how Binder can work for you

Advantage 1

  • Batch FDS and Opt In documents to clients
  • Batch Client Investment Statements
  • Batch Records of Advice (RoA) for product transitions

Advantage 2

  • Batch Client Investment Progress Reports
  • Batch Client Letters



Benefits of Binder

See the advantages of using Binder

Future document generation technology

  • Advanced merging capabilities including the ability to produce complex tables and charts
  • Ability to generate documents in Word, Excel, Powerpoint and PDF format

Integrates easily with any software

  • Binder is compatible with your existing software
  • No requirement to build your own document generation tool

Produce documents on demand or through scheduling

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