at Financial Technnology Year
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Formstack Documents from Formstack
Document generation software that automates the creation of financial advisory documents from templates. Features include dynamic data merging, conditional logic, automated workflows, digital signatures, and integrations with CRM systems. Creates client proposals, financial plans, contracts, and compliance documentation.
Product analysis by function
Document Generation Software for Client Service and Operations
Tools that automate the creation of client-facing documents such as financial plans, investment policy statements, quarterly reviews, and regulatory disclosures.
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Document Creation and Customization
(0 Yes /0 Known /13 Possible features)
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Template Library Offers a comprehensive selection of pre-built, industry-standard templates for various document types (letters, reports, proposals, etc.). |
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Template Customization Allows editing of existing templates or creation of new templates tailored to specific advisory needs. |
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Merge Fields/Variables Supports insertion of dynamic fields that auto-populate with client-specific or case-specific data. |
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Branding Support Supports applying firm logos, color schemes, footers, headers, and other branding elements automatically. |
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Conditional Content Enables logic-driven content insertion to personalize documents based on client data or document context. |
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Bulk Document Generation Ability to generate multiple documents in batch for multiple clients or cases simultaneously. |
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Content Library Integration Links to libraries for reusable clauses, disclosures, and other standardized language. |
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Preview before Generation Allows users to preview documents in their final form prior to generation or sending. |
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Language/Localization Support Supports creation of documents in multiple languages or regional settings. |
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Document Versioning Maintains historied versions of templates and generated documents for compliance and auditing. |
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Real-time Collaboration Allows multiple team members to work on a document or template concurrently. |
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Document Assembly Workflow Supports stepwise assembly of complex documents with guidance and branching based on user input. |
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Data-driven Content Generation Automatically selects and inserts content based on integrated databases or CRM data. |
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Integration and Data Connectivity
(0 Yes /0 Known /11 Possible features)
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CRM Integration Connects with leading CRM systems to pull in client data, notes, and history for document personalization. |
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Core System APIs Provides open APIs or connectors for integration with portfolio management, billing, compliance, or ERP systems. |
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Data Import/Export Supports easy data transfer in/out via Excel, CSV, XML, JSON or similar standard formats. |
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Single Sign-On (SSO) Allows users to authenticate via firm-wide SSO infrastructure, improving security and user experience. |
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Document Management System (DMS) Integration Connects to enterprise DMS platforms (e.g., SharePoint, iManage, NetDocuments, Box). |
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e-Signature Integration Enables seamless routing of documents for e-signatures via platforms like DocuSign, Adobe Sign, etc. |
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Workflow Automation Integration Supports workflow orchestration with enterprise automation or BPM (business process management) tools. |
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Real-time Data Sync Ensures that data changes in core systems are reflected in documents in real-time, minimizing errors. |
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Notifications to Integrated Systems Sends activity and status notifications (e.g., document completed) to connected systems. |
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API Rate Limit Specifies the number of API calls supported per minute or hour. |
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Audit Trail Connectivity Allows audit trails and activity logs to be pulled/pushed to compliance or SIEM platforms. |
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Compliance and Regulatory Controls
(0 Yes /0 Known /10 Possible features)
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Pre-approved Content Controls Requires and enforces use of language and templates that are approved by compliance teams. |
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Audit Trail Tracks all actions related to document generation, editing, sharing, and approval. |
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Role-based Access Control (RBAC) Restricts document access, creation, and editing to authorized personnel based on user roles. |
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Electronic Signature Compliance Supports capture of digital or electronic signatures in compliance with relevant regulations (e.g., eIDAS, ESIGN Act). |
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Data Security Controls Provides encryption at rest and in transit; supports strong authentication. |
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Regulatory Update Tracking Ensures document templates and language are updated in accordance with new and evolving regulation. |
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Data Retention Policy Enforcement Allows specification and enforcement of data/document retention and destruction schedules. |
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Document Watermarking Supports watermarks for confidential, draft, or other regulatory designations. |
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Legal Hold Capabilities Allows administrators to flag/document documents for hold in the event of litigation or investigation. |
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Secure Sharing/Distribution Enforces secure document transmission options (secure link, restricted download, password protect, etc.). |
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User Experience and Accessibility
(0 Yes /0 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-use interface suitable for both technical and non-technical users. |
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Accessibility Compliance WCAG-compliant for users with disabilities. |
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Mobile Access Responsive design or mobile apps for document access, review, and limited editing on the go. |
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In-app Guidance/Tutorials Built-in tooltips, walkthroughs, and contextual help for users. |
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Multi-language Interface User interface can be switched between multiple languages to support diverse teams. |
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Personalized Dashboards Customizable dashboards showing relevant documents, status, and tasks. |
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Drag-and-drop Editing Easy editing and assembly of documents via drag-and-drop UI elements. |
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Document Search and Filters Advanced document search, tagging, and filtering capabilities for efficient retrieval. |
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Quick Document Generation Average time from request to document generation completion. |
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Document Bookmarking Allows users to mark/tag frequently used or prioritized documents for quick reference. |
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Workflow, Approval, and Collaboration
(0 Yes /0 Known /10 Possible features)
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Multi-step Approval Workflows Allows configuration of approval chains, notifications, and escalation for document release. |
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Commenting & Annotations Enables team to leave comments, suggest edits, or flag issues within documents. |
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Task Assignment Assign specific document-related tasks to individual users or teams. |
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Automated Workflow Triggers Initiates workflows based on events (e.g., document submission triggers approval chain). |
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Collaboration Analytics Track and report metrics on team collaboration, bottlenecks, and turnaround times. |
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Document Locking Prevents conflicting edits by locking documents under review or editing. |
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Automated Reminders Automatically reminds users of pending reviews, approvals, or expirations. |
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Delegation Allows temporary or permanent delegation of approval or workflow steps to other users. |
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Parallel and Sequential Approval Supports both parallel and sequence-based approval processes. |
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Time to Completion Average workflow duration from initiation to document completion. |
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Output Formats and Distribution
(0 Yes /0 Known /9 Possible features)
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Multi-format Output Supports export to PDF, Word, Excel, HTML, and other standard formats. |
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Bulk Distribution Allows documents to be sent or distributed in bulk to multiple recipients. |
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Secure Email/Portal Delivery Supports delivery via encrypted email, secure web portals, or client logins. |
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Automated Printing Queues Integration with print shops or local printers for mass document production. |
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Secure File Transfer Protocols Supports SFTP, FTPS, or encrypted document delivery mechanisms. |
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Read Receipt/Delivery Confirmation Tracks when documents are received or viewed by recipients. |
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Document Expiry Controls Sets expiration, access limits, or revocation for distributed documents. |
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Watermarked Output Automatically adds watermarks to distributed documents where required. |
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Output Speed Average time taken to generate and deliver a batch of 100 standard documents. |
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Security and Privacy Controls
(0 Yes /0 Known /9 Possible features)
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Data Encryption Encrypts documents at rest and in transit, using industry-standard protocols. |
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Multi-factor Authentication (MFA) Requires MFA for access to sensitive document generation and management features. |
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Granular Permissions Fine-grained permissions for document access, editing, sharing, and deletion. |
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Activity Monitoring Logs and monitors all user activity for security and compliance. |
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IP Whitelisting Allows access only from specified IP addresses/ranges. |
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Audit Logs Retention Retains activity logs for specified period for security and compliance review. |
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Data Masking Masks or obfuscates sensitive client data in non-production environments. |
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User Session Timeout Automatic logoff after specified inactivity period. |
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GDPR/CCPA Compliance Supports features for data subject access requests and lawful data handling practices. |
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Performance, Scalability, and Reliability
(0 Yes /0 Known /8 Possible features)
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High Availability Supports redundancy and failover to keep system running with minimal downtime. |
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Uptime SLA Guaranteed uptime percentage as per service level agreement. |
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Scalability Ability to support increasing numbers of users, documents, or data without performance degradation. |
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Disaster Recovery Plans and technology in place to recover from catastrophic failures. |
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Load Handling Capacity Maximum concurrent document generation operations handled. |
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Backup Frequency Interval at which document data is backed up. |
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Response Time Average server response time for standard API calls. |
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Latency Maximum acceptable latency for document generation tasks. |
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Reporting and Analytics
(0 Yes /0 Known /7 Possible features)
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Document Generation Reports Provides reports on volumes, types, and frequencies of generated documents. |
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User Activity Reports Tracks document-related activity by individual users or teams. |
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Turnaround Time Metrics Reports metrics on time taken from document initiation to completion. |
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Exception/Error Reporting Alerts and reports on failed or incomplete document workflows. |
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Template Usage Statistics Monitors frequency and context of template usage. |
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Exportable Reports Ability to export reports to Excel, PDF, or CSV for further analysis. |
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Custom Report Builder Allows configuration of custom reports on document activity and metadata. |
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Support, Maintenance, and Vendor Services
(0 Yes /0 Known /7 Possible features)
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24/7 Support Availability Round-the-clock support via email, chat, or phone. |
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Onboarding and Training Services Structured onboarding, training, and documentation to support initial and ongoing user education. |
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Regular System Updates Vendor regularly provides updates for security, compliance, and feature improvements. |
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Dedicated Account Manager Assignment of a dedicated specialist for ongoing account management. |
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Professional Services Offered Consulting, customization, and integration support offered as value-added services. |
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Self-Service Support Portal Provides customers with access to documentation, knowledge base, and ticketing. |
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Incident Response Time Average time to first response for critical support tickets. |
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Cost, Licensing, and Commercial Flexibility
(0 Yes /0 Known /7 Possible features)
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Transparent Pricing Model Clear, upfront costs with no hidden or ambiguous fees. |
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Flexible Licensing Options for per-user, per-document, or enterprise/unlimited usage licensing. |
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Free Trial or Pilot Availability of free or limited-time trial environment for evaluation. |
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Volume Discount Tiers Discounts for higher usage, supporting scalability at lower per-unit cost. |
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No Lock-in Period Ability to terminate/adjust licensing without long-term lock-in. |
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Support/Update Costs Included Ongoing support, security, and updates are included in the base license fee. |
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Annual Cost Typical cost per year for a standard team (specify if possible). |
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