A hosted, Software-as-a-Service (SaaS) solution and suite of modules that allows Asset Managers to efficiently create, and Dealers to effectively deliver Fund Facts and other documents to investors.
Search the universe of Fund Facts in one place.
Make online edits to Fund Facts and publish in seconds.
Track Fund Facts delivery activity.
Meet POS stage 2 and 3 delivery regulation and cut costs.
Compose MRFP documents online for a fraction of the cost and time.