AMINDIS’ DOCUMENT MANAGEMENT:
The right documents at your fingertips
In investment management, data and document volumes are exploding due to regulatory evolution and increased transparency—from contracts and confirmations to technical notes, factsheets, client reports, operational procedures, and more. Yet too often, documents are scattered across drives, unmanaged SharePoints, or disconnected platforms.
The result: critical content is hard to find, workflows lose business context, and compliance risks grow—for both asset managers and asset owners. Finding the right document often means manual searches increasing risk of errors, omissions, or delays.
AMINDIS: STREAMLINED, INTEGRATED DOCUMENT MANAGEMENT
With AMINDIS, asset managers and asset owners keep documents fully connected to their operations:
- A trade confirmation? Linked directly to the transaction.
- A corporate action file? Attached to the event.
- A factsheet? Stored right with its portfolio.
No more searching. No switching tools. Everything is exactly where it belongs.
From creation to distribution: a full document workflow
Documents created and imported in AMINDIS' solution:
- Follow a clear validation workflow.
- Are securely versioned and historized.
- Can be shared through the Client Portal or emailed with tracking to selected contact groups — with optional management commentary for enhanced client communication.
Fast, intuitive access
Documents are fully indexed and searchable with the same filters used to manage portfolios:
- Need transaction details? The document is already there.
- Looking for a report? Instantly available on the entity’s page.
- Want to consult a factsheet? Just click on the portfolio.
Finding documents becomes natural and instant—empowering asset managers and asset owners to work faster and smarter.
Secure, unified storage for portfolio management
Data and documents live together in one secure database:
- No more fragmentation or version mismatches.
- Backups cover everything for full, consistent recovery.
Smart document organization for all file types
Whether it's a generated report, an imported PDF, an image, a logo, or a technical file, AMINDIS helps asset managers and asset owners store every format exactly where it brings value.
Embedded procedures and operational guidance
Embed internal procedures and calculation formulas directly into the interface. Your teams—whether managing portfolios or overseeing operations—get the right instructions, exactly where and when they need them.
BENEFITS OF AMINDIS’ DOCUMENT MANAGEMENT
OPERATIONAL EFFICIENCY
Save time, reduce risk, and boost productivity. Documents are always contextualized and instantly accessible.
STRONGER COMPLIANCE AND AUDITABILITY
Secure, version-controlled, and fully traceable documents, ready for audits and regulatory reviews.
CENTRALIZED & CONSISTENT ECOSYSTEM
One platform to manage both financial data and supporting documents seamlessly.
CUSTOMIZABLE WORKFLOWS AND DISTRIBUTION
From internal approvals to enriched client reporting, document flows are structured, efficient, secure and easily shared.
EXPLORE MORE: RELATED TOPICS
FROM INSIGHT TO IMPLEMENTATION: EXPLORE THE RIGHT MODULE
These modules form the core foundation to help you implement your processes efficiently and with precision.
READY TO TRANSFORM YOUR INVESTMENT DOCUMENT MANAGEMENT?
Don't let scattered files and disconnected workflows slow down your investment operations.
With AMINDIS, asset managers and asset owners benefit from a document strategy that is secure, contextual, and seamlessly embedded in their portfolio management platform.
Request a demo to explore how our solution can support your team.