A digital ecosystem for managing complex documentation associated with listings and the ongoing compliance of securities in capital markets. Our innovative technology digitizes pre-trading and post-trading processes in the issuance of securities using structured content and data.
* Data based on legal, regulatory, admin, and management work associated with issuing securities, as reported by clients. These can be higher on subsequent or follow-on issues, and greater benefits can be realised by engaging the full digital ecosystem for all market participants.
Precedents & Templates
- Manage templates and precedents per team, practice area, issuer, bank or organisation
- Manage precedents with conditions, checklists, compliance and backup information
- Manage knowledge and automation of precedents using dynamic data models and our rich collaborative drafting features and controls
- Template precedents for documents, sections or matters that can be shared with clients and maintained collaboratively *
Collaborative Drafting
- Controlled collaborative drafting of document sets
- Full change Audit, Blacklines & Version control
- Approval and proof cycle workflows
- Content reuse and sharing across transactions
Digital Verification
- Remove time intensive manual work
- Unparalleled levels of speed, accuracy and control
- Up to 80% elimination of cost
- Circle up, backup or verify based on your needs
Regulatory Compliance
- Remove manual work from compliance
- Access listing rules & checklists for different jurisdictions in one place
- Fully automated filings to reduce inefficiencies
- Create your own compliance checklists for quality control
Regulatory Filings
- Prepare and manage filings to listing authorities or regulators
- Manage filings to multiple jurisdictions in one place
- Access listing rules for multiple jurisdictions and regulators in one place
- Generate filings for subsequent submissions automatically
Typesetting & Publishing
- “Just in Time” typesetting and publishing
- Control your content all the way to print
- Publish a print ready PDF/A and other common document formats for third parties
- Publish straight to the web (HTML), structured content (XML/DITA) and data (XML/JSON)
Prospectus Vetting
- Issuers, law firms can collaborate with regulators to vet and approve the prospectus
- Invite the readers from listing departments to use a modern, purpose built prospectus vetting environment
- File the prospectus digitally and collaborate online or offline to speed up the process.
- Regulators and deal teams can work in a streamlined, faster and efficient manner in a controlled and secure environment
Structured Data
- Manage blobs and definitions
- Manage data points in documents
- API’s and listing rule data feeds
- Structured content editing with multi-lingual support
