Regulatory Report Distribution

Automated processes to reduce errors, workload and production costs

Broadridge offers a fully automated solution for the creation and delivery of financial documents that help you meet regulatory requirements and is customized to your needs. Through our automated document creation process, industry and fund-specific data can be fed into customized templates to create black-lined and final documents suitable for print, web-viewing, and e-delivery in a fraction of the time it would take using traditional desktop publishing. This process can be used for the creation of MRFPs, Financial Statements, Fund Facts, Performance Reports and other documents that require regular update.

Distribution Management

Broadridge effectively manages the complete process from document composition to document distribution, voting and tabulation at reduced cost.

Smart Document Creation - Canada

Broadridge’s fully automated solution helps you create and deliver financial documents designed to meet regulatory requirements with reduced errors, workload and costs.

Smart Kits - Canada

Generate customized account opening kits in a concise, easy-to-read format using print-on-demand technology.

Digital Delivery & Presentment

Give your investors the convenience of voting and delivery online with a range of unmatched solutions offered by Broadridge. Call us at (800) 353-0103.

Smart Disclosure® – Canada

Broadridge’s Smart Disclosure simplifies the disclosure fulfilment process while being in compliance with the requirements of National Instrument 81-10 and NI 54-101. Call us to know more – (800) 353 0103.management reports of fund performance.


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