Collaborate Our Documentation Centre enables legal and risk teams to collaborate on credit documentation, and supports efficient cooperation between non-bank liquidity providers and prime brokers: each party can see authorised counterparties’ comments and tracked changes, speeding up the process by making them more efficient and transparent.

Automate Lite access allows distribution to parties who are not Documentation Centre subscribers, eliminating the need to email documents to those parties: Clients can set up a distribution list mechanism that automatically issues a link with a one-time password, enabling the non-subscriber party to approve, reject or download the copy.

Consolidate Documentation Centre captures common parameters inputted by the clients, facilitating the agreement creation and improving efficiency. Clients can execute mass agreement edits or termination with a bulk action functionality and set up agreement templates for quick agreement creation.

Control A graphical representation makes it clear where the document is in the approval chain, which step is required next and by whom. This can reduce negotiation and amendment timelines, expediting time to market, enabling prime brokers and non-bank liquidity providers to respond swiftly to market events and demonstrate their written agreements with confidence.