Document automation and publishing
Create and file fund communications
-
Create ADA-compliant tailored shareholder reports, prospectuses, fact sheets, and more
-
Simultaneously generate print, web, HTML, and iXBRL output
-
Leverage innovative library intelligence capabilities and integrated data updates
-
Maintain audit history, blackline edits, and document versions
-
Easily self-file SEC documents with automated XBRL tagging
-
Use capped-cost certainty for simple budgeting
-
Centrally compose, tag, and update fund documents
-
Connect multiple data sources for automatic updates
-
Configure permissions, business rules, and approval workflows
-
Use managed services to extend resources
-
Navigate challenges with best-in-class support
-
Receive guidance on evolving regulations

Produce and update fund documents at scale
Configure your ideal document composition process
Set up the platform around your needs. Utilize flexible templates, set user permissions, and apply business rules in cost-effective workflows.
Make fast, accurate changes
Access a centralized platform from any desktop to create, edit, and publish documents. Streamlined data updates help you adhere to the latest regulations.
Integrate downstream solutions
Self-file documents, manage materials in a central repository, and distribute multi-channel investor communications via print, e-mail, text, and web.
Rely on proven experts
Extend resources with best-in-class support, managed services, and specialists who understand what it takes to navigate changing regulations.



