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Point-of-Sale ProspectusBroadridge

Broadridge's Point-of-Sale Prospectus solution simplifies financial and regulatory reporting for mutual funds and ETFs, ensuring compliance and enhancing transparency.

Vendor

Vendor

Broadridge

Company Website

Company Website

Product details

Simplify investor disclosure with technology and data

Our regulatory document library and data-driven fulfillment platform helps firms simplify investor disclosure at every communication touch point—from pre-sale to post-sale delivery. Broadridge provides the industry's first and leading electronic prospectus solution.

Simplify prospectus delivery and save on costs Let technology and data drive prospectus delivery. Our end-to-end solution ensures accurate information, reduced costs and a better investor experience.

  • Regulatory Document Library
  • Proprietary EDGAR Sourcing
  • Summary Prospectus Web Hosting
  • Investor Disclosure Data
  • Omni-channel Prospectus Fulfillment

Features

  • Compliance: Ensures adherence to regulatory requirements.
  • Automation: Automates the creation and distribution of prospectuses.
  • Customization: Tailors prospectuses to meet specific client needs.
  • Integration: Seamlessly integrates with existing systems.
  • User-Friendly Interface: Intuitive tools for easy navigation and use.
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