Post-sale prospectus fulfillment
The premier first-dollar prospectus solution
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Access and archive EDGAR sourced and client-provided documents
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Search trade activity and documents over a two-year period
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Current, compliant documents are distributed
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Utilize print, digital delivery, and web hosting capabilities
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Leverage our patented in-line, print-on-demand technology
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Automate suppressions with built-in workflow logic
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Monitor all post-sale fulfillment activity
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Track statuses with a handy health meter and live alerts
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Produce reports on backorders, CUSIPs, and more
Utilize our unique, proprietary process
Patented process, comprehensive access
Proprietary storage and tagging process combines millions of data points from EDGAR sourced and client-supplied document CUSIPs.
Cost-efficient, compliant mailing
Leverage automated workflows with built-in logic that determines suppressions and formats for prospectus delivery.
Integrated distributions
Deploy EDGAR-checked prospectuses with comprehensive print-on-demand, e-delivery, mobile, and web hosting solutions.
Automated archiving and access
Receive daily trade activity information and track monthly invoicing with convenient billing tables and detailed reports. Retain records for seven years.
Your post-sale prospectus center
Examine current and prior-day processing, set pre-defined variance alerts, and search up to two years’ worth of trade activity and documents.
Detailed insights and analysis
Review e-consents, CUSIP summaries, and distribution trends.
