SunGuard DX Review

Promote And Extend Your Corporate Brand Online

One of the great features offered by SunGuard DX is that it is not just a solution used for data analysis and visualization, but it also a tool that allows users to promote their brand and optimize their online presence. With SunGuard DX, they can promote and extend their brand by utilizing a virtual data room which they can tailored to their own corporate identity. They can apply custom colors and use cascading style sheets. Moreover,  the solution permits them to share information and content across social media platforms and channels, as well as generate visualizations which layouts render beautifully on mobile devices.

Document Management Features

Document management is another feature available in SunGuard DX. The solution ensures that users are able to organize all the data they need systematically, improve access to documents and attachments, and make their data, documents, and visualizations searchable within its virtual data room. It provides a feature which enables them to easily manage and control digital rights. They can also tag documents, scan them to check if they contain malware, virus, or any harmful content; and generate attachments that are specific to each investor.

PDF And Microsoft Word File Parsing

As part of its document management features, SunGuard DX has document parsing capabilities. For example, it can divide merged PDF files into individual files. Once the PDF files are parsed, they are then packed so users can easily import them into the solution. Merged MS Word files can be parsed too and converted into PDF files.

Workflow Automation

Collaborating on data, insights, and visualizations using SunGuard DX is a breeze. This is because the solution provides workflow management and automation features that assist users in structuring and automating their business processes and tasks, working with their investors, reviewing their documents and attachments, and sending changes to business data like bank account details or wire transfer instructions.

Enable Email Notifications In Workflow Models

SunGuard DX is built with workflow modules which contain common workflow models that can be configured to support one’s business processes. One way of configuring such workflow models is by enabling email notifications. For instance, users can set up and configure a workflow model in such a way that alerts and notifications are sent to users via email once tasks are completed. When tasks are assigned to team members, they can also receive email notifications.

Deliver Dynamic Content

With SunGuard DX, firms and teams can generate interactive visualizations associated with their data and enrich them with dynamic content so that team members, investors, and other stakeholders can easily explore and understand the data and produce meaningful insights about them. They can also access data from multiple sources, organize them in one place, and even combine them together.