A Unique Document Flow Solution

The electronic document management system dxDocs is a unique solution on the market of software for brokerage and investment companies and depositaries. It allows clients to exchange documents with the company and offers information services such as creation and editing of documents and depositary orders and generation of reports.
The success of dxDocs is determined both by the unique comprehensive approach to system architecture and by continuous improvement efforts, with our experts developing and introducing new essential and user-friendly instruments for brokers and system users.

Efficient and Fast Implementation

Document formats are adjusted to hard copy templates adopted by the company, allowing company clients and operators to quickly get used to the new system.

Usability

The solution is based upon Internet technologies. Thus, users are not required to install extra software. A client can log in and operate the dxDocs system from anywhere in the world using an Internet browser.

Flexible Setup of Rules

dxDocs offers a wide range of setup opportunities for document flow rules, from input and output templates to document routing within the company.

Client Functionality

Input Data Validity Check

dxDocs provides for input data validity control. Information is delivered to the Company for processing after a relevant validity check only.

Generating a Broad Range of Templates

Users can create new documents on the basis of documents previously sent or templates developed by administrators or by the client itself.

Attaching Supplemental Information

Users can attach files such as supporting documents etc. to a document being sent.

Message Communication

You can contact customer service while in the system, using a messaging module.

Company Functionality

Generating a Wide Set of Tools

The System can be set up for sending and processing of various orders, statements, notices, etc.

Setting Input and Print Templates

Input and print templates are easily adjustable to hard copy templates used by the company.

Convenient Document Flow Routing

The dxDocs system offers routing of documents within business units: various order types are delivered directly to departments responsible for their processing.

Client Reports

The reporting module provides for delivery of various report types verified by company officers to the clients. Thus the company can avoid bulk mailing of reports to clients by e-mail.

Internal Reporting

The internal reporting module allows for requesting and receiving various reports regarding clients and order processing from dxBackoffice, as well as for generating such reports in the system on the basis of available data.
 

Efficient Integration

Back Office Integration

Various dxBackoffice reference facilities can be connected to the system, such as a client reference book (for the administrator) or a reference book on securities.

Order Export

The order export module allows for uploading of orders according to certain rules, for the purpose of their processing using third party products.

External Execution of Orders

dxDocs can execute orders within third party software systems of the company. The information on execution results is then entered into the system and made available to system users.

Performance Capacity and Reliability

dxDocs has a three-tier architecture including a server, a database, and a user application developed on the basis of thin-client technology. Thin-client-based systems are so successful due to significant reduction of software technical support costs.
All the information including documents, reference books, and reports is stored on a dedicated company server.