Investor communications solutions
Connect with investors, tailored to their preferences
-
Reduce manual and redundant tasks
-
Lower costs with scalable features
-
Integrate multiple data sources and communication approaches
-
Reach investors through print, e-delivery, and web-hosted materials
-
Track e-delivery failures and other post-delivery information
-
Leverage secure multi-facility capabilities
-
Establish consistency across key communications
-
Customize messages with flexible e-delivery templates
-
Build relationships using targeted messaging in regulatory communications
-
Manage suppressions, house holding, deliveries, and approvals
-
Streamline reporting and compliance management
-
Employ our regulatory oversight and rules implementation capabilities
Cost-efficient, compliant communications
Efficient and scalable solutions
Create automated, data-driven workflows that maximize cost efficiency and reduce manual tasks.
Fully informed planning
Set business rules and logic for efficient investor data management and communication plans.
Configurable digital outreach
Create portfolio-specific e-delivery experiences for each communication type, including targeted messaging to engage specific audiences.
Flexible delivery capabilities
Access industry-leading print and distribution options for portfolio-specific communications — including multiple print facilities that adhere to strict security protocols.
Comprehensive document hosting management
Integrate e-deliveries and fund firm website documents for secure, accessible storage to meet industry standards.
Streamlined transparency
Manage suppressions, householding, delivery stats, and more using our intuitive dashboards Easily review campaigns and create reports for internal and regulatory stakeholders.
