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About

Build and publish regulatory documents accurately and efficiently, using a data-driven approach to content management. DocuBuilder enables you to break down, catalog and repurpose small, reusable content components, such as mutual fund data and descriptions of services and policies. Then rich metadata tags make it easy to plug those components into any document, anywhere. Take control of complex regulatory fund documents with DocuBuilder. DocuBuilder connects content components across documents and outputs. If you make a content edit to a single file, you can immediately identify other documents where the content is used, then update them simultaneously, streamlining the updating of mutual fund regulatory documents. In addition, the output is automatically formatted for SEC regulatory filing. Accelerate updates, ensure consistency. DocuBuilder empowers you to easily create, edit, package and deliver intelligent content from a central source, saving valuable time and resources.

About

Clients can submit their requests on the docuTRAK portal to stay informed on their status. Post instructions for every type of service to properly guide your client's request submissions. Keeping your staff aware of up-to-date policies and procedures relevant to your business while your HR can monitor & support staff in the acknowledgment of the distributed information. docuTRAK does not only record all actions on a workflow case but also provides a “snapshot view” of all attached documents to the case. Moreover, a supervisor can access subordinate inboxes track their team actions, and re-assign a case to other workers. It also keeps track of consultation requests by any user. docuTRAK Online offers a comprehensive business collaboration environment where all documents are kept in a central registry office and all types of actions on the workflow.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies, firms and individuals seeking a tool to take control of complex regulatory fund documents

Audience

Companies in need of one unified online platform to collaborate with their organization

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$500 per license
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

docuTRAK
Founded: 1991
Jordan
www.docutrak.net

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DocuTrack

DocuTrack

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DocuXplorer

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DFIN Arc Suite

DFIN Arc Suite

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Categories

Categories

Integrations

Android
Apple iOS
Chrome OS
Mozilla Firefox
Safari

Integrations

Android
Apple iOS
Chrome OS
Mozilla Firefox
Safari
Claim Broadridge DocuBuilder and update features and information
Claim Broadridge DocuBuilder and update features and information
Claim docuTRAK and update features and information
Claim docuTRAK and update features and information