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Intialize process
Law and legal entity is selected: Market price valuation data, specific reporting designs, analytical requirements (e.g. PRIIP category), language translations a.o. are provided in background.
Review texts
Specific investment product information texts e.g. investment objectives and target clients are reviewed.
Review details
Product static data such as currencies, client costs, benchmarks, launch dates, and other product details are reviewed.
Produce documents
Produce one or thousands of regulatory documents with a single button click - or choose an automatic production schedule.