Automatic transaction bible generation
Automatically generate transaction bibles from CP checklists, documents lists or KYC lists in your firm's traditional house format. Time spent creating hyperlinks for every line, renaming hundreds of files and writing an index is a thing of the past.
Different transaction bible versions for different parties
Start with an 'all-files' transaction bible and then rapidly create additional versions, appropriate for each party. Allow only the right parties to access the right transaction bible version.
Stop burning bibles to DVDs
Many computers no longer have DVD drives and many organisations block access for those that do. Delivering your bible electronically works for clients, saves DVD production costs and reduces their waiting time.
Stop breaching your clients' IT policies
Sending unencrypted data to a client on a DVD is likely to breach their IT policy. Our software allows clients to download their transaction bible over a secure and encrypted internet connection.