File, Ready, Go: the Summary Prospectus solution for the mutual fund industry.
Broadridge offers a comprehensive solution to the SEC's summary prospectus rule that combines best-in-class inventory, print, fulfillment and householding capabilities with "intelligent document fulfillment" powered by patented process technology to create better value and service.
Broadridge offers an automated, EDGAR-sourced unified solution that helps you:
Build and manage a “layered disclosure website” with daily updates sourced from a fund company's EDGAR filings.
Broadridge’s solution is designed to help you meet all obligations of the SEC’s Summary Prospectus Rule including access to all documents via a linking methodology within and between documents
Guarantee 24/7 web access and force majeur level support for summary and statutory prospectuses, SAIs, and other documents
Handle “on demand” requests for paper and electronic disclosure documents and ensure they are "in the mail" within T+3.
Offer private label branding to ensure a consistent, transparent customer experience across your distribution platform
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