Streamline Regulatory Document Web Hosting

Store and share digital fund documents with scalable efficiency.
See how it works
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Hosting regulatory documents online doesn’t need to be time consuming, risk prone or resource intensive. Our cost-effective solution takes extra steps to maintain compliance and maximize engagement — while automating numerous manual processes. Use it to enhance the investor experience and reduce the strain on your digital teams.

Transform online regulatory document availability

Create comprehensive compliance envelopes
  • Host all necessary documents for funds and/or variable insurance products in one centralized location
  • Including Tailored Shareholder Reports, N-CSR filings, Summary Prospectuses, Quarterly Holdings reports, N-PX requirements
  • All in a fully ADA-compliant interface
Ensure 24/7 availability of the latest documents
  • Benefit from ongoing monitoring of your document library to prevent outdated versions
  • Utilize EDGAR checks on select documents
  • Guarantee confirm document availability aligns with SEC requirements
Streamline digital regulatory document processes
  • Easily manage supplement postings, fund and share- class level reports, and late filings within the system
  • Remove the burden from digital teams
  • Easily integrate URLs into emails and fund websites
Provide a seamless, branded investor experience
  • Customize to align with your website and brand
  • Display easily readable, printable, and downloadable documents
  • Seamless access across desktop and mobile devices while enabling one-click linking between documents
Simplify regulatory document library management
  • Send documents to Broadridge via portal upload, SFTP, or integration with Broadridge document composition
  • Leverage EDGAR sourcing for select regulatory documents
  • Broadridge's document library connects to print, distribution, and e-delivery process for streamlined workflows
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Master the entire regulatory document process

Apply a fully integrated approach to fund documents. Break down the essential elements for compliance and see how our modular solutions drive accurate, efficient shareholder engagement. Access exclusive insights and connect with experts to begin streamlining compliance challenges.

EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Broadridge’s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.

Insights & perspectives

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We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
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