Regulated Communications

25+ Years of Regulated Document Infrastructure, Reimagined.

The cloud-native infrastructure purpose-built to automate your entire document lifecycle, delivering clearing-grade reliability, real-time generation, and SEC-compliant archiving.

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Purpose-Built for Clearing and Wealth Platforms

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

Built for Scale, Compliance, and
Multi-Tenant Customization

Engineered for reliability, scale, and full audit readiness across the entire document lifecycle.

Design

Tailored templates by firm, product, and channel. Purpose-built for multi-tenant platforms.

Design

Tailored templates by firm, product, and channel. Purpose-built for multi-tenant platforms.

Design

Tailored templates by firm, product, and channel. Purpose-built for multi-tenant platforms.

Generation

Real-time, serverless document creation at clearing-scale volume (millions of documents in parallel).

Generation

Real-time, serverless document creation at clearing-scale volume (millions of documents in parallel).

Generation

Real-time, serverless document creation at clearing-scale volume (millions of documents in parallel).

Delivery

Coordinated omnichannel distribution (email, app, print) with firm-level tracking across every channel.

Delivery

Coordinated omnichannel distribution (email, app, print) with firm-level tracking across every channel.

Delivery

Coordinated omnichannel distribution (email, app, print) with firm-level tracking across every channel.

Storage

SEC-compliant WORM archiving with indexed search, retention controls, and audit-ready logs.

Storage

SEC-compliant WORM archiving with indexed search, retention controls, and audit-ready logs.

Storage

SEC-compliant WORM archiving with indexed search, retention controls, and audit-ready logs.

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Built to Serve Every Segment

Iris supports compliant communication delivery across all asset classes, investment programs, and investor types. Built for the full spectrum of brokerage and advisory operations.

01 Asset Classes

Equity

Fixed Income

Options & Derivatives

Treasuries

Forex & Commodities

02 Investment Products & Programs

Mutual Funds

Index Funds & ETFs

IRAs & Qualified Accounts

Alternatives

Separately Managed Account (SMAs)

03 Communication Types

Statements

Confirmations

Regulatory Notices

Privacy Policies

Account Agreements

Go Live Fast. Without Engineering Overhead.

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.

Stop Building Legacy. Start Scaling.

We know the high stakes of compliance. Let us help you move from legacy risk to cloud-native certainty.

Book a Demo

Nutshell Labs

Stop Building Legacy. Start Scaling.

We know the high stakes of compliance. Let us help you move from legacy risk to cloud-native certainty.

Book a Demo

Nutshell Labs