How it Works

Upon template selection, Tremware’s intelligent communication engine (ICE) uses your organization’s pre-configured business rules to match customer data with appropriate fund data, graphs, reports, copy, and images as well as all necessary forms.

Next

A print ready PDF document is output and automatically sent for approval and/or delivery in a variety of print ready, digital formats direct to the customer, employee, agent, broker, device or supplier.

Next

Click play to see our typical
software process in action.

Play

USERS

TEMPLATES

ICE

CUSTOMER DATA

IMAGES

FUND DATA

COPY / FORMS

BUSINESS RULES

DOCUMENT

APPROVAL

PRINTER

ORDER

PURL