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Asset Management Contract Automation for Financial Firms

Generate asset management contracts from client, portfolio, and fee data to accelerate client onboarding and maintain compliant documentation across investment relationships.

Understanding Asset Management Contracts for Banking & Financial Organizations

Asset management contracts establish the legal framework between investment managers and clients, defining investment authority, fee arrangements, and fiduciary responsibilities that govern portfolio management relationships. According to Deloitte's 2026 investment management outlook, technology spend, compliance obligations, and distribution complexity are pushing firms to rethink operating models and product architectures. Client relationship teams traditionally gather investor information from onboarding questionnaires, investment preferences from suitability assessments, and fee terms from pricing schedules before assembling each agreement manually. These benefits are delivered through connecting your Google Docs templates with your CRM, Airtable client database, or portfolio management platform, so contracts generate with accurate client details, investment parameters, and fee calculations already formatted. Your relationship managers send compliant agreements to new clients immediately after suitability determination.

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Why Banking & Financial Teams Need Asset Management Contract Automation

Investment management firms face contract preparation challenges that affect client onboarding speed and regulatory compliance.

Client Onboarding Delays: After completing suitability assessments and investment policy discussions, relationship teams manually assemble investment management agreements. These delays frustrate clients and postpone account funding.
Fee Structure Complexity: Asset management fees include management percentages, performance fees, custody charges, and transaction costs. Calculating and presenting these correctly for each client relationship requires careful attention to fee schedule details.
Regulatory Disclosure Requirements: SEC and FINRA regulations require specific disclosures, fee presentations, and risk acknowledgments in client agreements. Ensuring all required language appears consistently across contracts demands systematic document management.
Multi-Account Relationships: Wealthy clients often maintain multiple accounts with different investment mandates, fee arrangements, and authority levels. Creating relationship-wide documentation that addresses each account correctly adds complexity.

These compliance and operational demands explain why investment firms implement automated contract creation to scale their client relationships.

How DocsAutomator Delivers Contract Automation for Banking & Financial Organizations

We connect your client and portfolio data directly to Google Docs templates, generating investment management agreements automatically when clients complete onboarding. Client names, investment objectives, risk tolerances, fee calculations, and regulatory disclosures flow from your CRM or Airtable client database into formatted agreements ready for signature.

The system handles investment management complexity naturally. Dynamic tables present fee schedules with management rates, breakpoints, and performance fee calculations from your pricing data. Conditional logic includes appropriate disclosures based on account type, so discretionary accounts show different authority language than advisory relationships. Investment policy parameters, risk acknowledgments, and regulatory disclosures format based on client profile and account structure.

This works through native integrations with Airtable, Google Sheets, ClickUp, and similar platforms, plus our flexible API for connecting to portfolio management systems and CRM platforms. Output is PDF for e-signature collection, with optional Google Docs format when legal review requires language adjustments. See our service agreement template for related structures. Teams also benefit from understanding document workflow automation for client onboarding processes.

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Investment Management Agreements

generate discretionary and non-discretionary management contracts with investment objectives, fee schedules, and authority provisions from client profile data

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