Enterprise Document Generation

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

Benefits of Binder

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

Improve Quality Control and Document Control
  • Binder is compatible with your existing software
  • No requirement to build your own document generation tool

Efficient Workflows & Reporting
  • Flexible batch processing options allows you to prepare and create your doc

How some of Our Clients have used Binder

Use Binder generate document Advantage
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

Hear from our clients

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