Transform the way you manage investor communications to improve efficiency, control, and scalability. By automating content creation, publishing, and delivery of regulatory disclosures, financial reports, and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications. Support your global operating model by automating and streamlining the collection of data, analysis, reporting, and delivery in a controlled environment, allowing you to focus on your clients. Simplify data and content creation for investor-facing communications, such as annual reports, management reports, fund performance, prospectus, fact sheets, and fund expense management, to gain efficiency and consistently deliver accurate reporting.

Features:

• **Transformed Investor Communications **Reduce time with end-to-end automated content creation and digital/print-ready output
• **Financial Reporting **Increase efficiency through automated workflow and the production of annual statutory and summary prospectuses
• **Prospectus **Streamline the process of compiling marketing information for sales tools and investor updates
• **Fact Sheets **Automate and standardize expense management processes, from budget creation and invoice payments to analysis and reporting
• **Tailored Shareholder Reporting **Rapidly meet SEC TSR reporting requirements while optimizing processing and filing through one automated, end-to-end, self-service solution.