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Digital disclosures streamline document delivery and the participant experience.
Standardize and streamline the entire disclosure experience.
Post multiple regulatory documents on your custom microsite once Notification of Internet Availability (NIA) of documents is emailed to covered participants.
Quickly and easily send disclosure documents directly to each participant in the body of an email, as an attachment or by SMS, QR code or text.
Automate your disclosure feed via any communication channel with built-in bounce-to-print workflow. All calls to action take participants to a microsite.
Track all fund changes, participant actions and regulatory events, and customize each plan’s microsite.
Combine new fee disclosures, qualified defined investment alternatives and other events that trigger disclosures.
Participants use an intuitive interface to update personal information and choose their communications channels.
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |