Document automation and publishing

Automate composition and XBRL tagging with an industry-proven solution. Easily create and update prospectuses, tailored shareholder reports, and other fund materials.

Create and file fund communications

Automated accuracy and efficiency
  • 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
Comprehensive compliance and cost controls
  • Maintain audit history, blackline edits, and document versions
  • Easily self-file SEC documents with automated XBRL tagging
  • Use capped-cost certainty for simple budgeting
Optimized integration
  • Centrally compose, tag, and update fund documents
  • Connect multiple data sources for automatic updates
  • Configure permissions, business rules, and approval workflows
Trusted expertise
  • Use managed services to extend resources
  • Navigate challenges with best-in-class support
  • Receive guidance on evolving regulations
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Produce and update fund documents at scale

Generate fund reports, prospectuses, fact sheets, and more. Automate composition, tagging, and filing to reduce manual effort and the risk of errors.

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.

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What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
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