Designed for Product Teams
Keep IPIDs, Target Market Statements, and related documents in sync with product changes, without the email approval chain.
What keeps product teams up at night
Product moves fast. Documents do not.
A benefit changes on Monday. The IPID still describes the old cover on Friday. Policyholders read materials that no longer match what is on shelf.
When underlying product information changes, Ultradoc identifies which documents need attention and notifies the right owners. Updates flow through to linked IPIDs, Target Market Statements, Policy Summaries, and Fair Value outcomes. You are not manually hunting for every place an exclusion was mentioned.
Launch dates slip because of document approval, not product readiness
Legal is waiting on compliance. Compliance is waiting on product. Everyone is working from a different file version. Sound familiar?
Stakeholders review and approve inside Ultradoc. Comments sit on the relevant section. Pending actions are visible. Reminders go to people who are holding things up. Product teams get earlier sight of regulatory concerns. Legal teams see changes while there is still room to adjust, not the day before go-live.
Twelve documents, twelve versions of the same disclaimer
A large product portfolio breeds inconsistency. The same clause appears three different ways across twelve documents. A firm-wide wording change means twelve separate edits.
Reusable content blocks hold standard clauses, regulatory text, and category-level copy. Update the block once. Every linked document reflects the change. Templates keep layout consistent while leaving room for product-specific detail where it belongs.
Supported Document Types
Product changes often trigger updates across several document types at once:
- IPID: consumer disclosure tied to product features and benefits
- Target Market Statement: target market and distribution strategy aligned to product design
- Fair Value Assessment Outcome: fair value conclusions linked to product pricing and features
- Policy Summary / Key Facts: policyholder summaries updated alongside product changes
See the full document templates overview for details on each type.
Why product teams choose Ultradoc
- Change-triggered alerts when product data moves
- Linked documents that stay aligned with a single source of truth
- In-platform approvals with clear ownership of next steps
- Reusable content blocks for firm-wide consistency
- Fewer launch delays caused by document bottlenecks
See it in action.
Tell us about your role and document challenges. We'll show you how Ultradoc fits your workflow.