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Agreement & Document Execution

Streamline the execution of risk mitigation documentation for client accounts

Deal Manager automates, tracks and manages collateral, agreement and contract document through the signing process, providing confidence that all exposures and risks are correctly underpinned, and enabling  institutions to accept client transactions with confidence.  

Key Features

  • Legal document register
  • Separation of  collateral, covenant and agreement related documents 
  • Safekeeping of negotiated document versions 
  • Collaboration tools 
  • Approval & signoff workflows 
  • Document tracking and monitoring 
  • Document follow up reminders

Agreement and Document Execution