What is it?
The Products feature in contractuo is a central hub for creating and managing various financial instruments, including SICAVs, Funds, Mutual Funds, and Umbrella Funds. It streamlines the entire process, from initial design to document generation and compliance.
Who is it for?
The Products feature caters to a range of financial professionals, including:
- Fund managers: Design and customize investment products tailored to specific client needs.
- Financial analysts: Create accurate and compliant product documentation efficiently.
- Compliance officers: Ensure products adhere to regulatory requirements with confidence.
- Administrators: Manage product information and collaborate seamlessly with colleagues.
Why use it?
Contractuo Products offers several benefits:
- Simplified product creation: Choose from various options like templates, editor, or existing products to streamline the process.
- Effortless compliance: Pre-built components and dynamic forms help meet regulatory requirements without manual adjustments.
- Enhanced efficiency: Drag-and-drop functionalities, nested hierarchies, and delegation options improve workflow efficiency.
- Improved accuracy: Version control and revision history ensure all changes are tracked and documented for future reference.
- Organized workspace: Create and share folders to keep related products grouped and easily accessible.
Requirements
To access and utilize the Products feature, you’ll need:
- Prospect Module: This module unlocks access to the product management functionalities.
- Editing Permissions: Ensure you have the necessary permissions to create, edit, and modify products.
- Pre-built components: Leverage pre-created Forms, Form Types, Blueprints, Text Blocks, Form Fields, and RTS Templates for faster setup.
- Access to Templates: Utilize complete Templates to accelerate product creation.
Key Functionalities
- Product creation: Choose from various options – templates, editor, or existing products.
- Form management: Add, remove, and arrange forms using a drag-and-drop interface.
- Dynamic content: Leverage dynamic information to personalize and automate document generation.
- RTS attachments: Ensure compliance with regulations like Article 8 by attaching predefined templates.
- Delegation: Assign product or attachment filling tasks to colleagues for collaboration.
- Version control: Track changes with each edit and revert to previous versions if needed.
- Shared Folders: Organize related products and maintain a clean workspace.
Additional Information
- Filling products: Populate products with specific details to generate complete documents.
- Product updates: Stay informed about necessary updates from the Admin Environment.
- Delegation: Assign tasks to colleagues for filling products or attachments.
- Form and Blueprint updates: Easily update products with the latest changes in forms and blueprints.
- Advanced options: Utilize XML import for product configuration (available to advanced users).
With contractuo Products, building and managing compliant financial instruments becomes efficient, organized, and error-free.