Professional PDFs, no re-entry
Every significant conversion and sensitive payment deserves a clear trail. CoreFX automatically generates PDF documents in your brand colors: your clients download them from their portal, your operators keep control over supplementary attachments.
The right document, at the right time
PDFs reflect the actual state of the operation: amounts, currencies, rate, timestamp and identifiers — ready to be archived or sent to a third party.
Conversion certificates
Upon closing an exchange operation, the client receives a structured PDF confirmation: what they delivered, what they received, and the relevant regulatory context.
- Aligned with rate snapshot
- Clean, readable layout
Transfer proofs
Document international payments with a summary sheet: beneficiary, bank reference, amount and status — for client relations and the compliance file.
- Consistent with payment workflow
- Reusable in audit
Company brand identity
Your MSB's logo, colors and legal notices: the client only sees your brand, from header to footer.
Timestamp & operation detail
Each PDF embeds essential metadata: generation date/time, internal references and operation parameters as validated on the platform.
Client-side download
End users retrieve their supporting documents from their portal, without a support ticket: increased autonomy, reduced load for your ops.
Operator attachments
Need to add a SWIFT, bank acknowledgment or internal note? Operators can attach supplementary documents to the file, alongside the standard PDF.
Audit-ready format
Fixed structure, named fields and traceability: facilitate regulatory controls or external reviews without manually reconstructing each flow.
Bilingual FR / EN
Serve international clients or overseas subsidiaries: switch between French and English as context requires, without duplicating your processes.
Unique references
Each document carries a distinct reference number: quick search in the back-office, unambiguous bank-client email correspondence.
Secure storage
PDFs and associated documents remain within the platform's secure perimeter, with the same access rules as the rest of your operations. No more documents scattered across personal inboxes: a single source for your teams and your controls.
From validation to client archive
The document is not a cosmetic layer: it materializes a decision already recorded in CoreFX.
The operation reaches a "documentable" status
Exchange executed or payment confirmed per your rules: the engine triggers generation of the appropriate template.
Branding and language applied
The PDF picks up the tenant's visual elements and the language chosen for this client or document type.
Notification and download
The client is notified (email or in-app alert per your configuration) and keeps a copy in their secure portal.
Related Features
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