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Accelerate document creation and updates

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Publish outputs in multiple print and digital formats

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Why firms choose DocuBuilder

Gain the advantages of automation.

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Create, edit, repurpose and publish time-sensitive materials with ease and efficiency

Update once, publish anywhere to connect these content components across documents and outputs. If you make a content edit to a single document, you are immediately able to identify other fund documents where this content is used, enabling you to update numerous documents simultaneously
Eliminate tedious manual steps often necessary to keep content aligned across documents and outputs
Easily publish approved content across multiple channels and formats in only a few clicks

Lets talk about what's next for you<br><br>Our representatives and specialists are ready with the solutions you need to advance your business.

Lets talk about what's next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

Solutions & Products

Learn more about our communications capabilities.

Enhance and simplify portfolio management

Solution

Drive profitability with automated revenue and expense management

Solution

Access unique distribution insights

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Maximize marketing communications

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Drive a successful proxy outcome

Solution

Simplify financial and regulatory reporting

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Resource

Regulatory Insights

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DocuBuilder and RealTime Content Platforms

Case Study

Prospectus Composition

Video

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Streamline Summary Prospectus Compliance

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22c-2 Compliance

Advisor Resource Center

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Global Custody Solutions

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Fact Sheets

Fi360 Data and Analytics

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Fund Budgeting and Accruals

Global Market Intelligence

Global Securities Class Action Services

Global SWIFT Services

Institutional Market Intelligence

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Market Analytics

MiFID II Compliance

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trading Platforms

Translation Services

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics

22c-2 Compliance

Advisor Resource Center

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