Document automation and publishing

Automate composition and XBRL tagging with an industry-proven solution. Easily create and update prospectuses, tailored shareholder reports, and other fund materials.

Create and file fund communications

Automated accuracy and efficiency

Create ADA-compliant tailored shareholder reports, prospectuses, fact sheets, and more
Simultaneously generate print, web, HTML, and iXBRL output
Leverage innovative library intelligence capabilities and integrated data updates

Comprehensive compliance and cost controls

Maintain audit history, blackline edits, and document versions
Easily self-file SEC documents with automated XBRL tagging
Use capped-cost certainty for simple budgeting

Optimized integration

Centrally compose, tag, and update fund documents
Connect multiple data sources for automatic updates
Configure permissions, business rules, and approval workflows

Trusted expertise

Use managed services to extend resources
Navigate challenges with best-in-class support
Receive guidance on evolving regulations

Produce and update fund documents at scale

Generate fund reports, prospectuses, fact sheets, and more. Automate composition, tagging, and filing to reduce manual effort and the risk of errors.

Configure your ideal document composition process

Set up the platform around your needs. Utilize flexible templates, set user permissions, and apply business rules in cost-effective workflows.

Make fast, accurate changes

Access a centralized platform from any desktop to create, edit, and publish documents. Streamlined data updates help you adhere to the latest regulations.