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CPAS (Certification Publishing Automation System)

CPAS (Certification Publishing Automation System) is a unique robust tool that streamlines and automates the compliance process for publishing certification of financial products. CPAS enables companies to comply with the increasingly rigid SEC compliance regulations. CPAS combines Microsoft Word automation, workflow management and compliance regulatory features in an intuitive easy to use application.

CPAS

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Features

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Flexible Attribute Management

Powerful administration module for creating and managing user-defined attributes. The flexibility of attribute management allows the system to be tailored quickly to each organization’s data structure requirements.

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Microsoft Office Integration

Similar to RPAS (Financial Research Publishing Automation System), CPAS (Certification Publishing Automation System) integrates with the users’ local instance of Microsoft Word to allow users to continue using MS Word for document authoring.

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Project Workflow Management

Workflow capability with attribute-based filtering allows easy lookup of projects/documents in the workflow.

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Project Library

A repository of all projects / documents, searchable by all the dynamic attributes created by end users

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Bulk Project Updates

Ability to bulk update projects data and related documents

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Reports

CPAS offers an extensive list of reports relating to the projects/documents as well as the certification data within those projects/documents.

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