When asset managers and corporate issuers face daunting disclosure requirements, they turn to Broadridge.

Time and again, we transform complex requirements into compelling investor experiences.

The Broadridge tailored shareholder report solution is no exception, created in response to the SEC's tailored shareholder report rule. It elegantly enables ETFs and open ended funds to produce and distribute simplified fund reports and a share class and fund specific level. The result of a comprehensive effort to evolve existing products, modify processes and adapt to technology. This end to end solution has been carefully crafted to accelerate compliance, minimize added cost and workload, and deliver enhanced investor experiences for key connected capabilities, power and success. An automated composition platform streamlines every step.

Asset managers can quickly manage and update content and integrate fund data to produce high volumes of investor friendly documents with automated AI. XBRL tagging multiple formats of each document are created and stored in the Broadridge ecosystem, streamlining, distribution, web hosting, and SEC filing.

An intelligent in-line print process produces convenient portfolio level mailings for investors with a capacity for 450 million tailored shareholder reports annually. This industry level solution can help some firms reduce printing and mailing costs by upwards of 20%. Enhanced digital distribution gives investors rapid access to portfolio level emails and embedded links. Provide required access to comprehensive funds. Documentation Expert S.E.C. Filing Services.

Simplify compliance by combining all XBRL tagged TSR and CSR documents into one convenient filing package with full visibility from within the composition tool. The seamless process takes the extra steps to satisfy reporting requirements without extra effort.

No other provider combines leading edge shareholder reporting capabilities in one convenient solution elevate compliance capabilities and shareholder experiences, and discover a fully integrated approach to tailored shareholder reports only from Broadridge.