DataSmart Solutions
Welcome to Broadridge DataSmart Solutions, the industry leader in providing investor communications to brokers, dealers, and mutual fund companies. As a trusted partner who understands your business, we offer compliant, timely, relevant, and cost-effective products every time!
Industry insiders and investor market research tell us that investors want financial documents that are easy to read and contain only relevant information. This has led to the development of Broadridge's Smart Products. Broadridge's Smart products are data-driven, combining multiple documents that are specific to an investor's holdings into a single more manageable sized and relevant document.
Our Smart products include:
- Smart Prospectus®: a revolutionary prospectus delivery solution at the point-of-sale, mailing only relevant and personalized mutual fund prospectuses and trade confirmations to investors. To find out how outsourcing this responsibility can result in timeliness and cost efficiencies, brokers and dealers should click here to contact us.
- Smart Disclosure®: a data-driven solution to the fulfillment obligations set out in National Instrument 81-106 Investment Fund Continuous Disclosure (NI 81-106). These requirements include mailing a customized Management Report of Fund Performance (MRFP) to all investors and much more aggressive filing deadlines overall. To see how Smart Disclosure® can provide a compliant, worry-free delivery solution, Mutual Fund companies click here to contact us.
We are the experts in investor communications. We pioneered Smart technology and opened up a new era of streamlined, personalized investor communications. Therefore, for experience, reliability, and cost-effective results, look to Broadridge DataSmart Solutions.
|
