Global Fund Data and Document Dissemination

Enhance reporting speed and accuracy. Optimize fund data, compliance capabilities, and more on a global platform backed by proven experts.

Automated simplicity for complex reports

Data and document dissemination

Collate real-time data regarding portfolios, financials, and more
Automate aggregation, analysis, validation, and distribution
Integrate APIs into your IT infrastructure

Comprehensive translation and language services

Create reports and documents in 35+ languages
Entrust in-jurisdiction translators and proofreaders
Maximize cost-efficiency with parallel translation and automation

Detailed distributor feedback

Easily gather required feedback in multiple formats
Capture qualitative and quantitative data in a portal managed by Broadridge
Receive raw data and proprietary analytics

Custom factsheets and reports

Quickly create branded PDFs, digital factsheets, and landing pages
Adhere to business rules and maintain audit trails
Gain economics of scale in quality, speed, and reliability

Transform data aggregation, analysis, and distribution

Achieve efficient management, validation, and distribution of fund data and documents with proven Broadridge technology and expertise.

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.