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New SharePoint integration for XENTIS document management
Many financial institutions rely on Microsoft 365 and SharePoint as the central platform for managing their documents.
With our new SharePoint integration, we are extending the document management capabilities of XENTIS with an additional integration option, providing even greater flexibility in document handling. Documents can continue to be linked directly to relevant business objects within XENTIS, while being stored simultaneously in the organisation’s existing SharePoint environment. This ensures that information remains available exactly where it is needed in day-to-day operations.
“Many of our clients already operate well-established Microsoft and SharePoint environments. With the new integration, we enable them to seamlessly connect this infrastructure with the document management processes in XENTIS,” explains Zoran Sucic, Senior Business Analyst at Profidata.
Making the most of your existing Microsoft infrastructure
Within XENTIS, documents can be linked to a wide range of business objects, including fund groups, funds, portfolios, positions, instruments, transactions, orders, investment compliance processes and external transactions. This ensures that relevant information is available directly within the appropriate business context. Users no longer need to switch between different systems, as documents can be accessed exactly where they are needed for day-to-day operations.
For organisations already using Microsoft 365 and SharePoint, the new integration opens up additional opportunities. Existing SharePoint infrastructure can be more closely embedded into investment operations processes without sacrificing the business-specific benefits of XENTIS document management.
Key benefits at a glance
Integration into existing Microsoft environments: Leverage your existing SharePoint infrastructure and integrate it seamlessly into your XENTIS document management processes.
Documents linked directly within their business context: Associate documents with fund groups, funds, portfolios, positions, instruments, transactions, orders, investment compliance processes and workflows.
Faster access to information: Relevant documents are available exactly where they are needed in day-to-day operations.
Structured document management using metadata: The connection between XENTIS and the document management system is based on technical and business-specific identifiers, ensuring clear and reliable document assignment.
Greater flexibility in document management: In addition to the existing Agorum integration, SharePoint is now available as an additional document management system option.
Greater process integration: Documents can be uploaded and stored automatically directly from within XENTIS processes, embedding document management even more closely into daily operational workflows.
Greater flexibility in document management
In addition to SharePoint integration, XENTIS also supports Agorum as an alternative document management option. This allows our clients to choose the solution that best fits their existing system landscape and organisational requirements.
With the introduction of the new SharePoint integration, Profidata continues to expand the document management capabilities of XENTIS. Would you like to learn more? Benefit from closer integration between your investment operations processes and existing document infrastructure, improved access to information and greater flexibility in leveraging your Microsoft environment.
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