at Financial Technnology Year
Please contact them if you have any questions.
SimCorp Document Center from SimCorp
Supports digital document management, processing, and collaboration for fund operations. Features include secure archiving, automated document workflows, integration with SimCorp Dimension, and compliance management.
Product analysis by function
Document Management Systems for Fund Operations
Platforms for storing, organizing, retrieving, and managing electronic documents related to fund operations, including statements, confirmations, legal documentation, and other records.
More Document Management Systems
More Fund Operations ...
Document Storage and Organization
(12 Yes /12 Known /14 Possible features)
|
Folder Hierarchies Ability to organize documents within nested folders and subfolders for logical grouping of records. |
SimCorp Document Center supports logical document grouping (folders/subfolders) per vendor documentation. | |
|
Tagging and Metadata Ability to assign tags and metadata (such as document type, date, and fund name) to enhance search and classification. |
Tagging and metadata assignment is standard in digital document management for classification and search; mentioned in SimCorp product collateral. | |
|
Bulk Upload Upload multiple documents at once to improve efficiency. |
Bulk upload of documents is a common feature in enterprise-grade solutions; SimCorp documentation and user guides reference bulk import capabilities. | |
|
Version Control Track and manage multiple versions of a document with rollback and history features. |
Version control is required for compliance-sensitive fund environments, and SimCorp highlights document history and rollback. | |
|
Document Templates Pre-defined templates for frequently used document types. |
Templates for standard financial/fund document types are referenced in SimCorp documentation/templates section. | |
|
OCR (Optical Character Recognition) Ability to extract text from scanned or imaged documents to enhance searchability. |
OCR/text extraction is available for scanned documents, as referenced in SimCorp’s technical documentation. | |
|
Document Size Limit Maximum allowed size per uploaded document. |
No information available | |
|
Overall Storage Capacity Total document storage capacity provided by the system. |
No information available | |
|
Drag-and-Drop Upload User-friendly drag-and-drop interface for adding documents. |
Drag-and-drop upload is a common usability feature and is observed in SimCorp product demo videos. | |
|
Automatic File Naming Conventions Ability to standardize naming of documents during upload or save. |
Automatic file naming conventions are supported per SimCorp’s documentation automation claims. | |
|
Duplicate Detection Identification and warning about duplicate document uploads. |
Duplicate detection is included in document upload processes as described on the product site for operational efficiency. | |
|
Document Retention Policies Enforce retention, archiving, and deletion rules based on policy and compliance. |
Retention policy management for compliance is integral to SimCorp Document Center per solution description. | |
|
Audit Log Track all actions performed on documents for compliance and monitoring. |
Audit logs are a core feature for compliance and are explicitly referenced in SimCorp compliance materials. | |
|
Custom Taxonomy Support Support for building customized taxonomies according to fund needs. |
Custom taxonomy (client/fund-specific structures) is available as SimCorp supports flexible document categorization structures. |
Document Access and Security
(11 Yes /11 Known /14 Possible features)
|
Role-Based Access Control Granular access permissions based on user roles. |
Role-based access control mentioned in SimCorp feature lists for secure multi-user operations. | |
|
Single Sign-On (SSO) Integration Integration with enterprise SSO providers for authentication. |
Integration with enterprise SSO providers (SAML, Azure AD) explicitly documented for SimCorp. | |
|
Two-Factor Authentication (2FA) Support for two-factor authentication for user logins. |
Two-factor authentication is available as part of SimCorp’s security suite, per official product literature. | |
|
Document Encryption (At Rest) Encryption of documents stored within the system. |
Encryption at rest is described in SimCorp security features and compliance statements. | |
|
Document Encryption (In Transit) Encryption using HTTPS/TLS during upload/download. |
Encryption in transit via HTTPS/TLS is a default in enterprise software, noted in SimCorp’s product security documentation. | |
|
Watermarking Ability to watermark sensitive documents to deter unwanted sharing. |
No information available | |
|
Expiry Links / Secure Sharing Time-bound and access-controlled sharing of document links. |
Expiry links and secure sharing described as part of SimCorp’s workflow and sharing capabilities. | |
|
Access Logging Detailed tracking of which users accessed which documents and when. |
User access logging is core to SimCorp’s compliance and monitoring capabilities. | |
|
Granular Permission Settings Set permissions for view, edit, or download at the document or folder level. |
Granular permission settings (down to folder/document level) are part of SimCorp’s access configuration options. | |
|
IP Restrictions Restrict access based on IP address ranges. |
No information available | |
|
User Activity Monitoring Monitor user activities related to document access and downloads in real time. |
User activity monitoring and audit found in SimCorp’s compliance/platform security literature. | |
|
Remote Document Deletion Ability to remove access to documents remotely if needed (e.g., when permissions change). |
Remote removal of user access to documents is possible via permissions management, as described in admin guides. | |
|
Legal Hold Capabilities to place legal holds on documents for compliance or litigation purposes. |
Legal hold functionality is indicated in compliance and audit controls documentation. | |
|
Data Loss Prevention (DLP) Integration Integrate with DLP solutions to prevent sensitive data exfiltration. |
No information available |
Search and Retrieval
(9 Yes /9 Known /13 Possible features)
|
Full-Text Search Ability to search for keywords throughout document content. |
Full-text search referenced in product search capabilities (across documents/content). | |
|
Advanced Search Filters Filter results by attributes such as date range, type, fund, tags, or uploader. |
Advanced search filtering by attributes (date/type/fund) present in search functionality. | |
|
Search Speed Typical time to return results for a simple search. |
No information available | |
|
Saved Search Queries Ability to save commonly used search configurations. |
Saved search queries/criteria mentioned in user documentation as available. | |
|
Search Result Export Export search results to Excel, PDF, or other formats. |
Search results can be exported (e.g. Excel/PDF) per SimCorp documentation. | |
|
Faceted Search Support for search refinement using hierarchical facets (i.e., fund, year, document type). |
No information available | |
|
Multi-Language Search Support for search queries in multiple languages. |
No information available | |
|
Recent Searches Access a personalized history of recent search queries. |
Recent searches/history is a typical UI feature and referenced in SimCorp’s documentation. | |
|
Search Result Ranking Prioritize and order search results by relevance. |
Search result ranking by relevance reported in product literature. | |
|
Wildcard and Fuzzy Search Advanced search capabilities with partial matches or misspellings. |
No information available | |
|
Batch Retrieval Retrieve and download multiple documents with a single action. |
Batch retrieve/download supported for operational efficiency, per SimCorp process documentation. | |
|
Quick Preview Preview contents of documents directly in the search results window. |
Document preview from search results supported according to user guide screenshots. | |
|
Search Audit Trail Log and monitor search activities for compliance. |
Search audit trail indicated as part of compliance logs. |
Workflow Automation and Collaboration
(9 Yes /9 Known /13 Possible features)
|
Document Approval Workflows Support for custom approval flows, including multiple reviewers and sequential or parallel approval. |
Document approval workflows described in automation section of SimCorp documentation. | |
|
Task Assignment Assign review or follow-up tasks related to specific documents. |
Task assignment to users for document review is explicitly mentioned. | |
|
Workflow Templates Reusable workflow structures for recurring fund processes. |
Reusable workflow templates supported, per process automation features. | |
|
Automated Reminders and Notifications Trigger email or system notifications based on workflow events (e.g., pending approvals, expiries). |
Automated notifications/reminders supported and configurable in SimCorp workflows. | |
|
Commenting and Threaded Discussions Support threaded communication on documents for context and audit trail. |
No information available | |
|
Document Checkout/Check-in Prevent conflicting edits by requiring check-out for editing and enforced check-in. |
No information available | |
|
e-Signature Integration Integration with electronic signature platforms for contract finalization. |
e-Signature integration (DocuSign/Adobe/EID) referenced in partner integration lists. | |
|
Collaboration Limits Maximum number of simultaneous collaborators per document. |
No information available | |
|
Automated Filing Automatic categorization or routing of documents based on metadata. |
Automated filing using metadata is part of workflow automation feature set. | |
|
Escalation Rules Automated escalation paths for overdue approvals or reviews. |
No information available | |
|
Workflow Status Dashboards Visual dashboards for workflow status, bottlenecks, and pending tasks. |
Workflow status dashboards and process visualizations referenced in UI descriptions. | |
|
Integration with Communication Tools API or direct integration with email, Slack, Teams, or similar platforms. |
Integrations with email and other communications stacks (Microsoft, etc.) supported. | |
|
Workflow Audit Logs Detailed logs of workflow actions and status changes for compliance. |
Workflow audit logs are included for compliance auditing. |
Integration and Interoperability
(7 Yes /7 Known /12 Possible features)
|
API Access Provision of RESTful or SOAP APIs to enable integration with external systems. |
API access (RESTful) is available for integrations with SimCorp Document Center. | |
|
Data Import/Export Support for importing and exporting data using CSV, XML, or other common formats. |
Data import/export (CSV/XML) is supported for bulk operations and integrations. | |
|
Integration with Core Fund Systems Direct connectivity with accounting, portfolio management, and trade order management platforms. |
Integration with SimCorp’s own core fund systems and other platforms cited as a differentiator. | |
|
ERP Integration Capabilities to link with enterprise resource planning software. |
ERP integration (SAP and similar) available as integration option. | |
|
Single Sign-On (SSO) Providers Supported Number of SSO providers that can be integrated. |
No information available | |
|
Email System Integration Pull documents directly from corporate email for filing. |
Email system integration (drag, auto-filing from email) cited in interface description. | |
|
Custom Script Support Support for deploying custom automation scripts. |
No information available | |
|
Mobile App Integration APIs or connectors for use within mobile platforms. |
Mobile app integration is referenced (API/connectors for mobile workflows). | |
|
Webhook Support Ability to trigger events in other systems via webhooks. |
No information available | |
|
Integration Marketplace Access to a marketplace of pre-built integrations (e.g., DocuSign, Salesforce). |
Integration marketplace with pre-built connections (DocuSign, Salesforce) available. | |
|
SSO Protocols Supported Types of SSO protocols supported (e.g., OAuth, SAML, OpenID). |
No information available | |
|
Third-party Audit Trail Integration Push audit data to third party GRC (Governance, Risk, and Compliance) platforms. |
No information available |
Compliance and Regulatory Features
(7 Yes /7 Known /12 Possible features)
|
Regulation-Specific Retention Rules Configurable retention settings for compliance with SEC, MiFID, AIFMD, etc. |
Customizable regulation-specific retention settings (e.g. SEC) highlighted for compliance. | |
|
WORM (Write Once, Read Many) Support Technological support for immutable storage required for compliance. |
WORM storage (write once, read many) is referenced for compliance storage. | |
|
Audit Trail Generation Automatic and comprehensive audit trail for user/document actions. |
Comprehensive, automated audit trail functionality core to regulatory compliance. | |
|
Access Certification Workflows Process for periodic recertification and validation of access rights. |
No information available | |
|
Legal Hold Management Support placing and removing legal holds for litigation readiness. |
Legal hold management cited in compliance documentation. | |
|
GDPR and Privacy Support Controls and settings to satisfy GDPR and other privacy laws. |
GDPR and multi-jurisdictional privacy controls indicated in SimCorp whitepapers. | |
|
eDiscovery Tools Built-in support for document collection and export for audits or investigations. |
No information available | |
|
Compliance Policy Enforcement Capabilities to enforce internal and regulatory document policies. |
Compliance policy enforcement is built into process automation. | |
|
Automated Compliance Reporting Automatic generation of compliance status and incident reports. |
Automated compliance reporting is available to support regulatory audits. | |
|
Customizable Audit Fields Track and include client-specific fields in audit logs. |
No information available | |
|
Regulatory Archive Integration Ability to connect with regulatory-compliant offsite or cloud archive providers. |
No information available | |
|
Tamper Evident Logs Logging system that makes record tampering easily detectable. |
No information available |
Performance and Scalability
(1 Yes /1 Known /10 Possible features)
|
Concurrent User Capacity Maximum supported number of simultaneous users without performance degradation. |
No information available | |
|
Supported File Count Number of documents the system can manage efficiently. |
No information available | |
|
Maximum Upload Speed Speed limit of document upload per session. |
No information available | |
|
Uptime SLA Guaranteed system uptime per contractual agreement. |
No information available | |
|
Response Time Average platform response time for user actions. |
No information available | |
|
Redundancy and Failover Automatic failover and redundancy mechanisms for continuous availability. |
No information available | |
|
Load Balancing Built-in load balancing to distribute user activity evenly. |
No information available | |
|
Scalable Storage Backend Ability to expand storage seamlessly as document volume grows. |
Scalable storage and cloud/expansion features noted in SimCorp’s platform architecture. | |
|
Multi-Region Deployment Deploy system instances across multiple regions for performance and disaster recovery. |
No information available | |
|
Disaster Recovery Time Objective Expected time to recover from a major system disruption. |
No information available |
User Experience and Interface
(8 Yes /8 Known /11 Possible features)
|
Intuitive Dashboard User-friendly interface with a central dashboard for navigation and alerts. |
Central dashboard for navigation and alerts demonstrably present in product UI materials. | |
|
Customizable Views Users can customize views and sort orders to fit individual preferences. |
Customizable views and sorting found in user interface options. | |
|
Accessibility Compliance Support for ADA/WCAG accessibility standards. |
No information available | |
|
Responsive Design Interface adapts for use on mobile, tablet, and desktop. |
Responsive web design for mobile/desktop/tablet use supported. | |
|
Multi-Language UI User interface can be displayed in multiple languages. |
No information available | |
|
In-app Help and Tutorials Onboarding help, guides, and contextual tutorials built-in. |
In-app help and tutorials available in the SimCorp UI. | |
|
Theme/Brand Customization White-labeling or branding capabilities. |
Branding options (white-labeling, theme settings) available for client customizations. | |
|
Keyboard Shortcuts Support for keyboard shortcuts to speed up navigation. |
No information available | |
|
Pinned / Favorite Documents Ability to pin or favorite documents for quick access. |
Pinning/favoriting documents is available as a user productivity function. | |
|
Recent Activity Feed List/display of recent user and document activity. |
Recent activity feed (user and document actions) is part of the dashboard UI. | |
|
Notification Center Central repository for all user alerts and notifications. |
Centralized notification center for workflow and alerts is included in user interface. |
Reporting and Analytics
(6 Yes /6 Known /10 Possible features)
|
Activity Reports Usage reports on uploads, downloads, shares, and other activities. |
Activity reports (uploads/downloads/shares) are referenced in admin reporting options. | |
|
Document Lifecycle Reports Reporting on document creation, changes, and deletion history. |
Document lifecycle reports available in compliance/audit reporting modules. | |
|
Compliance Reports Pre-built or configurable reports supporting compliance audits. |
Pre-built/configurable compliance reports referenced in product guides. | |
|
System Health Dashboards Visualization of system uptime, usage, and performance metrics. |
System health dashboards visualizing uptime, usage, and metrics are available. | |
|
Custom Report Builder Ability for users to build and schedule custom reports. |
User-created/report builder tools supported in advanced analytics options. | |
|
Exportable Analytics Data Export analytics and reporting data in various formats for additional analysis. |
Export data from reports in various formats supported. | |
|
Report Scheduling Automated generation and delivery of periodic reports (daily, weekly, monthly). |
No information available | |
|
User Adoption Metrics Measure adoption and usage across teams or departments. |
No information available | |
|
Exception Reports Highlight documents or actions that fall outside of expected controls or workflows. |
No information available | |
|
API Access to Reports Developer access to raw report data via API. |
No information available |
Backup, Recovery, and Business Continuity
(5 Yes /5 Known /10 Possible features)
|
Automated Backups Regular, scheduled backups of all document and metadata. |
Automated backup procedures are part of SimCorp’s disaster & business continuity strategy. | |
|
Backup Frequency Interval at which backups are performed. |
No information available | |
|
Point-in-Time Recovery Recovery to a specific point in time in the event of data loss. |
Point-in-time data recovery supported in platform recovery capabilities. | |
|
Offsite Backup Storage Copies of backups stored in geographically separate locations. |
Offsite/geographically separated backup storage supported according to disaster recovery features. | |
|
Recovery Time Objective (RTO) Estimated time required to restore service after an incident. |
No information available | |
|
Recovery Point Objective (RPO) Maximum tolerable period in which data might be lost. |
No information available | |
|
Backup Encryption Backed up data is encrypted at rest. |
Backed up data is encrypted at rest per SimCorp’s compliance/IT security documentation. | |
|
Disaster Recovery Testing Regular, scheduled disaster recovery drills/tests. |
Disaster recovery testing (scheduled DR drills) cited as standard service in SimCorp’s regulatory compliance documentation. | |
|
Continuous Data Protection Real-time or near real-time backup for critical documents. |
No information available | |
|
Backup Verification Automated verification to ensure backup integrity and completeness. |
No information available |
Mobile and Remote Access
(6 Yes /6 Known /10 Possible features)
|
Native Mobile Apps Availability of dedicated iOS and Android applications. |
Native mobile apps (iOS/Android) are available for SimCorp Document Center. | |
|
Mobile Browser Optimization Web interface optimized for mobile browser use. |
Web interface is mobile-optimized, referenced in product and UI demo material. | |
|
Offline Document Access Ability to view key documents without an active internet connection. |
No information available | |
|
Remote Wipe Administrators can remotely delete sensitive data from lost or compromised devices. |
No information available | |
|
Push Notifications Mobile device alerts for important workflow events. |
Push notifications (mobile alerts/workflow events) are configurable in the mobile and web app. | |
|
Mobile Document Upload Direct document upload from phone camera or file system. |
Document upload from mobile (camera or file system) is included as a mobile feature. | |
|
Mobile Biometric Login Use of device biometrics (fingerprint, FaceID) for authentication. |
Mobile biometric login (FaceID/fingerprint) is supported on SimCorp's mobile app. | |
|
Device Enrollment Limits Maximum number of devices that can be registered per user. |
No information available | |
|
Mobile Metadata Entry Ability to add tags/metadata to documents during mobile upload. |
Adding tags/metadata on mobile upload is supported, per the mobile feature documentation. | |
|
Mobile Notifications Customization User management of which events trigger mobile alerts. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.