Automated Authorization and Distribution of Portfolio Statements | Nividous

Register for Webinar

What is Hyperautomation, and How Does it Benefit Your Business?
April 30th   1:00 PM EDT

Register for

    Automated Authorization and Distribution of Portfolio Management Statements for a Wealth Management Firm


    Faster processing time


    Accuracy in automation


    Decrease in labor


    Improved productivity


    • Wealth management

    Processes Automated

    • Authorization and distribution of portfolio management statements
    • Risk assessment and post-trade operations
    • Consolidated report generation

    Automation Highlights

    • Bots verify and configure multiple fields to pass PDF statement for a digital signature
    • Bots sign verified documents. Multiple digital signatures can be set up per document

    A Leading Wealth Management Firm

    The customer provides end-to-end wealth management solutions and aspires to be the most trusted wealth advisor for high net worth individual customers and partners. The process of reviewing, signing, stamping, and distributing portfolio management statements to the hundreds of end customers was time-consuming, even with the use of digital signature software. Nividous RPA Bots were deployed within two weeks to automate both authorization and distribution for over 300 statements.

    Download Full Case Study
    parallax background

    Signing documents with a digital signature is a complex process requiring a strict compliance check. Nividous RPA Bots successfully automated the process, saving a considerable amount of time, effort, and cost. We have also utilized Nividous RPA to automate the end-to-end generation of over 18 reports, covering risk, operations, and portfolio management functions.

    Head of Technology and Transformation

    A Leading Wealth Management Firm


    Kick Start Your RPA Journey with Nividous RPA Quick Start Program

    Kick Start Your RPA Journey with Nividous RPA Quick Start Program

    Latest Blogs

    February 18, 2020

    Everything that you need to know about ‘Hyperautomation’

    Hyperautomation, the most discussed topic at Gartner Symposium events, is the #1 trend in Gartner’s list of top 10 strategic technology trends for 2020. ‘Automation’ refers […]
    October 31, 2019
    Utilization of RPA to Balance Risk and Reward in Insurance

    Utilization of RPA to Balance Risk and Reward in Insurance

    Client bases and services offerings in the insurance industry are expanding, causing markets around the world to swell. According to research completed by Munich Re, global […]
    September 10, 2019

    How to leverage the power of Robotic Process Automation with blockchain technology?

    Today, Robotic Process Automation (RPA) technology is reliably used by businesses across industries to automate simple to sophisticated business processes. Companies are confident in its fast […]