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Workiva Wdesk from Workiva
Cloud-based platform enabling control over creation, collaboration, approval, and secure storage of financial reports and client communications, designed for auditability and regulatory standards for advisory services.
Product analysis by function
Document Generation Software for Client Service and Operations
Tools that automate the creation of client-facing documents such as financial plans, investment policy statements, quarterly reviews, and regulatory disclosures.
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Document Creation and Customization
(13 Yes /13 Known /13 Possible features)
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Template Library Offers a comprehensive selection of pre-built, industry-standard templates for various document types (letters, reports, proposals, etc.). |
Workiva Wdesk provides a library of pre-built templates for financial and regulatory documents. | |
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Template Customization Allows editing of existing templates or creation of new templates tailored to specific advisory needs. |
Editing and creating new templates is a core feature highlighted in Workiva's documentation. | |
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Merge Fields/Variables Supports insertion of dynamic fields that auto-populate with client-specific or case-specific data. |
Wdesk offers merge fields and dynamic content through integration with source spreadsheets and databases. | |
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Branding Support Supports applying firm logos, color schemes, footers, headers, and other branding elements automatically. |
Branding support (logos, headers, footers) is supported for professional reporting and presentations. | |
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Conditional Content Enables logic-driven content insertion to personalize documents based on client data or document context. |
Conditional logic-driven content inclusion is available for regulatory/compliance requirements. | |
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Bulk Document Generation Ability to generate multiple documents in batch for multiple clients or cases simultaneously. |
Enables batch generation of multiple reports for filings and financial statement distribution. | |
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Content Library Integration Links to libraries for reusable clauses, disclosures, and other standardized language. |
Integrated reusable content libraries for disclosures, clauses, etc. | |
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Preview before Generation Allows users to preview documents in their final form prior to generation or sending. |
Wdesk allows users to preview completed documents before generation. | |
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Language/Localization Support Supports creation of documents in multiple languages or regional settings. |
Supports document creation in multiple languages for global teams and regulatory needs. | |
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Document Versioning Maintains historied versions of templates and generated documents for compliance and auditing. |
Version history and audit logs are core to compliance; every change is tracked. | |
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Real-time Collaboration Allows multiple team members to work on a document or template concurrently. |
Real-time multi-user collaboration is a core selling point of the Wdesk workspace. | |
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Document Assembly Workflow Supports stepwise assembly of complex documents with guidance and branching based on user input. |
Workiva supports guided, stepwise document assembly with conditional logic for complex report creation. | |
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Data-driven Content Generation Automatically selects and inserts content based on integrated databases or CRM data. |
Data-driven content is dynamically populated from connected databases and spreadsheets. |
Integration and Data Connectivity
(10 Yes /10 Known /11 Possible features)
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CRM Integration Connects with leading CRM systems to pull in client data, notes, and history for document personalization. |
Integrates with Salesforce and other CRM platforms for data-driven personalization. | |
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Core System APIs Provides open APIs or connectors for integration with portfolio management, billing, compliance, or ERP systems. |
Provides open APIs for integration with financial, ERP, and compliance systems. | |
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Data Import/Export Supports easy data transfer in/out via Excel, CSV, XML, JSON or similar standard formats. |
Supports import/export via Excel, CSV, XML, and JSON. | |
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Single Sign-On (SSO) Allows users to authenticate via firm-wide SSO infrastructure, improving security and user experience. |
Single sign-on (SSO) with enterprise identity providers is supported. | |
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Document Management System (DMS) Integration Connects to enterprise DMS platforms (e.g., SharePoint, iManage, NetDocuments, Box). |
Workiva can connect to SharePoint, Box, and other DMS platforms. | |
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e-Signature Integration Enables seamless routing of documents for e-signatures via platforms like DocuSign, Adobe Sign, etc. |
E-signature integrations with DocuSign, Adobe Sign, etc. available. | |
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Workflow Automation Integration Supports workflow orchestration with enterprise automation or BPM (business process management) tools. |
Workflow automation integration via API connectors and supported platforms. | |
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Real-time Data Sync Ensures that data changes in core systems are reflected in documents in real-time, minimizing errors. |
Real-time data sync available for source-linked documents and third-party data. | |
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Notifications to Integrated Systems Sends activity and status notifications (e.g., document completed) to connected systems. |
Workiva sends notifications and updates to integrated platforms and systems. | |
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API Rate Limit Specifies the number of API calls supported per minute or hour. |
No information available | |
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Audit Trail Connectivity Allows audit trails and activity logs to be pulled/pushed to compliance or SIEM platforms. |
Audit trail exports for compliance and SIEM tools are supported. |
Compliance and Regulatory Controls
(9 Yes /9 Known /10 Possible features)
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Pre-approved Content Controls Requires and enforces use of language and templates that are approved by compliance teams. |
Pre-approved language and templates can be administrator-enforced. | |
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Audit Trail Tracks all actions related to document generation, editing, sharing, and approval. |
Full activity audit trails retained for all document and workflow actions. | |
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Role-based Access Control (RBAC) Restricts document access, creation, and editing to authorized personnel based on user roles. |
Role-based permissions configurable at multiple levels. | |
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Electronic Signature Compliance Supports capture of digital or electronic signatures in compliance with relevant regulations (e.g., eIDAS, ESIGN Act). |
Compliant electronic signature capture in line with eIDAS and ESIGN Act. | |
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Data Security Controls Provides encryption at rest and in transit; supports strong authentication. |
Encryption at rest and in transit using industry-standard protocols. | |
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Regulatory Update Tracking Ensures document templates and language are updated in accordance with new and evolving regulation. |
Automatic monitoring of regulatory updates and managed template updates. | |
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Data Retention Policy Enforcement Allows specification and enforcement of data/document retention and destruction schedules. |
Retention schedules and policies can be configured and enforced. | |
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Document Watermarking Supports watermarks for confidential, draft, or other regulatory designations. |
Watermarking option available for draft/confidential regulatory documents. | |
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Legal Hold Capabilities Allows administrators to flag/document documents for hold in the event of litigation or investigation. |
No information available | |
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Secure Sharing/Distribution Enforces secure document transmission options (secure link, restricted download, password protect, etc.). |
Enforces secure options for document sharing and restricted distribution. |
User Experience and Accessibility
(8 Yes /8 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-use interface suitable for both technical and non-technical users. |
Workiva emphasizes a modern and easy-to-use UI in product materials. | |
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Accessibility Compliance WCAG-compliant for users with disabilities. |
Workiva's support documentation indicates accessibility support; WCAG compliance is referenced. | |
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Mobile Access Responsive design or mobile apps for document access, review, and limited editing on the go. |
Supports mobile web (responsive design) for on-the-go access and review. | |
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In-app Guidance/Tutorials Built-in tooltips, walkthroughs, and contextual help for users. |
In-app help and onboarding guidance are standard. | |
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Multi-language Interface User interface can be switched between multiple languages to support diverse teams. |
No information available | |
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Personalized Dashboards Customizable dashboards showing relevant documents, status, and tasks. |
Users can customize dashboards with relevant workflow/document widgets. | |
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Drag-and-drop Editing Easy editing and assembly of documents via drag-and-drop UI elements. |
Supports drag-and-drop document editing within the report interface. | |
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Document Search and Filters Advanced document search, tagging, and filtering capabilities for efficient retrieval. |
Advanced search, tagging, and filtering are core DMS features. | |
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Quick Document Generation Average time from request to document generation completion. |
No information available | |
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Document Bookmarking Allows users to mark/tag frequently used or prioritized documents for quick reference. |
Favorites and bookmarks supported for quick access to frequently used documents. |
Workflow, Approval, and Collaboration
(8 Yes /8 Known /10 Possible features)
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Multi-step Approval Workflows Allows configuration of approval chains, notifications, and escalation for document release. |
Multiple levels of approval chains and notification options available for compliance. | |
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Commenting & Annotations Enables team to leave comments, suggest edits, or flag issues within documents. |
Commenting/annotation for collaboration and review is supported. | |
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Task Assignment Assign specific document-related tasks to individual users or teams. |
Task assignment is part of the workflow management feature. | |
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Automated Workflow Triggers Initiates workflows based on events (e.g., document submission triggers approval chain). |
Automated triggers for workflow steps are available. | |
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Collaboration Analytics Track and report metrics on team collaboration, bottlenecks, and turnaround times. |
Collaboration and reporting analytics for workflow processes are available. | |
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Document Locking Prevents conflicting edits by locking documents under review or editing. |
Document locking is available to prevent conflicting edits during review. | |
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Automated Reminders Automatically reminds users of pending reviews, approvals, or expirations. |
Automated reminders for pending tasks, reviews, and deadlines can be configured. | |
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Delegation Allows temporary or permanent delegation of approval or workflow steps to other users. |
No information available | |
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Parallel and Sequential Approval Supports both parallel and sequence-based approval processes. |
Supports both sequential and parallel approval workflows. | |
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Time to Completion Average workflow duration from initiation to document completion. |
No information available |
Output Formats and Distribution
(6 Yes /6 Known /9 Possible features)
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Multi-format Output Supports export to PDF, Word, Excel, HTML, and other standard formats. |
Supports multi-format (PDF, Word, Excel, HTML) exports. | |
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Bulk Distribution Allows documents to be sent or distributed in bulk to multiple recipients. |
Bulk sending and distribution supported for regulatory and client communications. | |
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Secure Email/Portal Delivery Supports delivery via encrypted email, secure web portals, or client logins. |
Encrypted email/portal delivery is supported for sensitive documents. | |
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Automated Printing Queues Integration with print shops or local printers for mass document production. |
No information available | |
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Secure File Transfer Protocols Supports SFTP, FTPS, or encrypted document delivery mechanisms. |
Supports secure file transfer protocols including SFTP and FTPS. | |
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Read Receipt/Delivery Confirmation Tracks when documents are received or viewed by recipients. |
No information available | |
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Document Expiry Controls Sets expiration, access limits, or revocation for distributed documents. |
Document expiry, access control, and revocation rules can be configured. | |
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Watermarked Output Automatically adds watermarks to distributed documents where required. |
Supports watermarking of distributed documents. | |
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Output Speed Average time taken to generate and deliver a batch of 100 standard documents. |
No information available |
Security and Privacy Controls
(6 Yes /6 Known /9 Possible features)
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Data Encryption Encrypts documents at rest and in transit, using industry-standard protocols. |
Documents are encrypted both at rest and in transit; described in security documentation. | |
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Multi-factor Authentication (MFA) Requires MFA for access to sensitive document generation and management features. |
Multi-factor authentication is an available security option per Workiva documentation. | |
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Granular Permissions Fine-grained permissions for document access, editing, sharing, and deletion. |
Granular permissions settings are available for all document types and actions. | |
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Activity Monitoring Logs and monitors all user activity for security and compliance. |
Comprehensive activity monitoring and logging available for compliance and security. | |
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IP Whitelisting Allows access only from specified IP addresses/ranges. |
No information available | |
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Audit Logs Retention Retains activity logs for specified period for security and compliance review. |
No information available | |
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Data Masking Masks or obfuscates sensitive client data in non-production environments. |
Data masking for sensitive client information is supported in test environments. | |
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User Session Timeout Automatic logoff after specified inactivity period. |
No information available | |
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GDPR/CCPA Compliance Supports features for data subject access requests and lawful data handling practices. |
Compliance capabilities for GDPR/CCPA and DSAR handling specifically documented. |
Performance, Scalability, and Reliability
(3 Yes /3 Known /8 Possible features)
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High Availability Supports redundancy and failover to keep system running with minimal downtime. |
High availability and cloud redundancy are part of the platform infrastructure. | |
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Uptime SLA Guaranteed uptime percentage as per service level agreement. |
No information available | |
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Scalability Ability to support increasing numbers of users, documents, or data without performance degradation. |
Workiva is designed to scale for large enterprise clients and supports increases in usage without impact. | |
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Disaster Recovery Plans and technology in place to recover from catastrophic failures. |
Disaster recovery processes are specified in Workiva’s cloud compliance documentation. | |
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Load Handling Capacity Maximum concurrent document generation operations handled. |
No information available | |
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Backup Frequency Interval at which document data is backed up. |
No information available | |
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Response Time Average server response time for standard API calls. |
No information available | |
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Latency Maximum acceptable latency for document generation tasks. |
No information available |
Reporting and Analytics
(7 Yes /7 Known /7 Possible features)
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Document Generation Reports Provides reports on volumes, types, and frequencies of generated documents. |
Provides robust reporting and analytics on document generation and usage. | |
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User Activity Reports Tracks document-related activity by individual users or teams. |
User activity reporting is included. | |
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Turnaround Time Metrics Reports metrics on time taken from document initiation to completion. |
Turnaround and workflow timing reports available. | |
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Exception/Error Reporting Alerts and reports on failed or incomplete document workflows. |
System provides error and incident reporting for document workflows. | |
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Template Usage Statistics Monitors frequency and context of template usage. |
Monitors and reports template usage. | |
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Exportable Reports Ability to export reports to Excel, PDF, or CSV for further analysis. |
Reporting can be exported to Excel, PDF, CSV. | |
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Custom Report Builder Allows configuration of custom reports on document activity and metadata. |
Reports can be customized and configured. |
Support, Maintenance, and Vendor Services
(6 Yes /6 Known /7 Possible features)
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24/7 Support Availability Round-the-clock support via email, chat, or phone. |
24/7 support is referenced in Workiva service materials. | |
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Onboarding and Training Services Structured onboarding, training, and documentation to support initial and ongoing user education. |
Onboarding and training provided to new clients as standard process. | |
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Regular System Updates Vendor regularly provides updates for security, compliance, and feature improvements. |
Regular security/feature updates are part of the cloud subscription. | |
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Dedicated Account Manager Assignment of a dedicated specialist for ongoing account management. |
Dedicated account management offered for enterprise clients. | |
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Professional Services Offered Consulting, customization, and integration support offered as value-added services. |
Professional and integration services available as part of Workiva offerings. | |
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Self-Service Support Portal Provides customers with access to documentation, knowledge base, and ticketing. |
Self-service portal including documentation and ticketing system provided. | |
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Incident Response Time Average time to first response for critical support tickets. |
No information available |
Cost, Licensing, and Commercial Flexibility
(3 Yes /3 Known /7 Possible features)
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Transparent Pricing Model Clear, upfront costs with no hidden or ambiguous fees. |
Transparent, fixed pricing model is published and a standard part of Workiva contracts. | |
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Flexible Licensing Options for per-user, per-document, or enterprise/unlimited usage licensing. |
Flexible licensing available: per-user, enterprise, or by document volume. | |
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Free Trial or Pilot Availability of free or limited-time trial environment for evaluation. |
Free trial or pilot available upon request/for evaluation. | |
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Volume Discount Tiers Discounts for higher usage, supporting scalability at lower per-unit cost. |
No information available | |
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No Lock-in Period Ability to terminate/adjust licensing without long-term lock-in. |
No information available | |
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Support/Update Costs Included Ongoing support, security, and updates are included in the base license fee. |
No information available | |
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Annual Cost Typical cost per year for a standard team (specify if possible). |
No information available |
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