Resource

Streamline Summary Prospectus Compliance

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


  • Comply with SEC rule 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

Streamline Summary Prospectus Compliance



Contact Us

Welcome back, {firstName lastName}.

Not {firstName}? Clear the form.

Broadridge is a global technology leader with trusted expertise and transformative technology, helping our clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resilience, elevating business performance, and transforming investor experiences.

Ready for Next