Global Fund Data and Document Dissemination
Automated simplicity for complex reports
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Collate real-time data regarding portfolios, financials, and more
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Automate aggregation, analysis, validation, and distribution
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Integrate APIs into your IT infrastructure
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Create reports and documents in 35+ languages
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Entrust in-jurisdiction translators and proofreaders
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Maximize cost-efficiency with parallel translation and automation
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Easily gather required feedback in multiple formats
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Capture qualitative and quantitative data in a portal managed by Broadridge
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Receive raw data and proprietary analytics
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Quickly create branded PDFs, digital factsheets, and landing pages
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Adhere to business rules and maintain audit trails
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Gain economics of scale in quality, speed, and reliability
Transform data aggregation, analysis, and distribution
Your established industry gateway
Rely on the full suite of fund data we collect, validate, and distribute to the global financial community.
Speak to every investor
Utilize comprehensive translation services for 35+ languages to translate fund documentation, including legal, financial, and marketing materials.
Design, update, and deliver with ease
Create branded fact sheets with essential, up-to-the-minute details in PDF and interactive web formats. Embed widgets for easy updates and more robust reports.
Actionable client intel
Gather required quantitative feedback via SFTPs, APIs, and email, plus qualitative feedback through our Broadridge portal. Receive raw DFT data as well as analysis from our proprietary analytics engine.
Reporting done right
Ensure fast, accurate, polished reports. Our dedicated fund reporting, accounting, and typesetting experts leverage proprietary technology trusted by leading funds.
