Regulated Communications
We built Iris to handle the scale and complexity that legacy document systems cannot. Our platform is white-label ready, audit-ready, and scalable from confirms to statements.
Without IRIS
Static PDFs
Print by default
Generic disclosures
Rigid batch jobs
Manual exception handling
Multiple systems for archiving
With IRIS
Branded, dynamic communications
Digital-first, mobile-optimized
Personalized inserts, per-firm
Real-time generation
Live monitoring + alerts
One WORM + search interface
Engineered for reliability, scale, and full audit readiness across the entire document lifecycle.
Generation
Real-time, serverless document creation at clearing-scale volume (millions of documents in parallel).
Iris supports compliant communication delivery across all asset classes, investment programs, and investor types. Built for the full spectrum of brokerage and advisory operations.
Equity
/
Fixed Income
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Options & Derivatives
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Treasuries
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Forex & Commodities
Mutual Funds
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Index Funds & ETFs
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IRAs & Qualified Accounts
/
Alternatives
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Separately Managed Account (SMAs)
Statements
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Confirmations
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Regulatory Notices
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Privacy Policies
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Account Agreements
Three simple steps to launch compliance-ready document infrastructure on your platform.
01
Provide Data
Send native client or trade files as-is, in your native schema. Iris maps your file format once; every upload just works. No ETL Required.
02
Set Preferences
Define branding, channel rules, and delivery logic by client. Iris applies configurations automatically based on firm, document type, or account settings.
03
Go Live
Trigger jobs manually or automate with webhooks or schedules. Iris handles the real-time status, error handling, delivery, logging, and archiving for you.
