Financial Technology Year

DocuSign for Financial Services
By: Docusign
https://www.docusign.com/solutions/industries/financial-services

Electronic signatures, document generation, workflow automation, contract analytics, integration with CRM systems, compliance management, secure document storage, audit trails, and mobile accessibility specifically designed for financial institutions including venture capital firms.

PandaDoc for Financial Services
By: PandaDoc
https://www.pandadoc.com/financial-services-document-management/

Document templates, electronic signatures, document tracking, workflow automation, CRM integration, mobile accessibility, analytics dashboard, and audit trails for financial documents.

Expedition Client Portal
By: Expedition
https://www.expedition.com/client-portal

This product combines document generation with secure client portals, allowing for streamlined communication, document exchange, and client on-boarding.

SmartOffice Document Management
By: SmartOffice
https://www.smartoffice.com/document-management

Offers document generation, storage, and management capabilities integrated with client relationship management systems, improving the document workflow process.

SmartDocs for Financial Advisors
By: SmartDocs
https://www.smartdocs.com/products/financial-advisors

Provides customizable document templates, automated workflows, and compliance tracking specifically designed for financial advisory services.

iManage Work
By: iManage
https://imanage.com/products/work/

Combines document and email management with AI-driven search, security, and compliance tools, optimizing the creation, storage, and workflow of financial advisory documents such as reports, client correspondence, and contracts.

DealCloud DataCortex
By: DealCloud
https://www.dealcloud.com/platform/

Enables financial advisors to generate, store, and collaborate on client service documents, investment memoranda, proposals, and reports, while integrating sophisticated workflow automation, compliance, and analytics.

Expere®
By: Wolters Kluwer
https://www.wolterskluwer.com/en/solutions/expere

A document generation solution tailored for banks and financial advisors. Supports automated creation of compliant, configurable client service and operational documents, such as disclosures and agreements, and integrates with core banking and CRM systems.

Templafy Platform
By: Templafy
https://www.templafy.com/solutions/document-automation/

Automates compliant document generation from templates and data sources, streamlining the production of client proposals, advisory reports, agreements, and operational documents for financial professionals.

Icertis Contract Intelligence (ICI) Document Generation
By: SynergySuite (Selectica/Icertis division)
https://www.icertis.com/contract-management/contract-automation/

Automates the creation, management, and storage of contracts, disclosure forms, and client service documentation for financial advisory and wealth management firms, ensuring compliance, tracking, and robust workflows.

Workiva Wdesk
By: Workiva
https://www.workiva.com/solutions/document-management

Cloud-based platform enabling control over creation, collaboration, approval, and secure storage of financial reports and client communications, designed for auditability and regulatory standards for advisory services.

Namirial Digital Transaction Platform
By: Namirial
https://www.namirial.com/en/digital-transaction-management/

End-to-end document automation platform for financial advisors with compliant document generation, workflow management, electronic signatures, and identity verification. Includes capabilities for client onboarding, investment agreement creation, and regulatory document management with full audit trails.

Formstack Documents
By: Formstack
https://www.formstack.com/products/document

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.

Envestnet | Yodlee Financial Wellness Solutions
By: Envestnet | Yodlee
https://www.yodlee.com/solutions/financial-wellness

Data-driven document generation for financial advisors that creates personalized financial wellness reports, investment performance documents, and financial plans. Features include automated data aggregation, personalized insights, and customized client deliverables integrated with financial planning workflows.

Dropbox DocSend for Financial Services
By: Dropbox DocSend
https://www.docsend.com/industry/financial-services/

Secure document delivery and tracking platform for financial advisors with detailed analytics, access controls, and personalization. Features include document performance tracking, viewer engagement analytics, and secure links with expiration dates and password protection for sensitive financial documents.

Windward Core
By: Windward Studios
https://www.windwardstudios.com/solutions/by-industry/financial-services

Document generation engine that creates sophisticated financial documents from templates. Features include data-driven content, conditional logic, dynamic charts and tables, and multi-format output (PDF, DOCX, HTML). Creates performance reports, client financial plans, and regulatory documents with data from multiple sources.

SS&C Advent
By: SS&C Technologies
https://www.ssctech.com/solutions/advent

Offers portfolio management solutions focusing on investment accounting, performance measurement, and client reporting, tailored for asset managers and hedge funds.

Salesforce Financial Services Cloud
By: Salesforce
https://www.salesforce.com/products/financial-services-cloud/overview/

A tailored CRM solution designed for financial services that helps advisors manage client relationships, automate workflows, and generate customized financial documents easily.

Wealthbox CRM
By: Wealthbox
https://www.wealthbox.com/crm/

Includes features like task management, client communication, and reporting that help advisors stay organized and efficient.