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Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.
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Streamline Summary Prospectus Compliance

Single-source solution links, layers and optimizes web presentment.


  • Comply with SEC rule 30e-3 and Summary Prospectus regulations
  • Choose from three flexible options to support your hosting needs
  • Offer web-enabled access to documents across all major mobile devices
  • “EDGAR check” to ensure the most up-to-date documents are supplied
  • Create a seamless branded user experience with easy-to-use templates

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