Tailored Shareholder Reporting

Investor Communications

Rapidly meet SEC TSR reporting requirements while optimizing processing and filing through one automated, end-to-end, self-service solution.

Streamline the creation and delivery of open-ended mutual fund performance information to shareholders

Create, publish and file new Summary Shareholder Reports (SSRs) accurately and efficiently with an end-to-end workflow that combines inbound data, mappers, workbooks and snippets with new data and iXBRL support to meet the SEC’s latest digital, comparable and interactive content requirements.

Efficiency and scalability

End-to-end process workflow

Manage increasing reporting volumes and meet tight timelines with a proven, fit-for-purpose investor communication solution for SSRs that elevates operational excellence and streamlines the delivery of digital content to shareholders through one efficient, end-to-end business process workflow. Experience the power flexibility and peace of mind that all financial reports are consistent and controlled through one central location.

Better reporting accuracy

Data loading, mapping and controls

Get all the TSR data you need on general ledger, holdings, securities, performance, fees, expenses, share-class level benchmark and performance data and tickers – processed and validated with exception-based reviews. Controls for data checking and content management ensure accuracy with the ability to view all data, post adjustments, and sign off on figures in one controlled workbook.

Flexible, controlled reporting

Optimized filing process and user controls

Conveniently choose from a library of templates and generate, view, check, adjust, and file SSR reports with the SEC directly, or download and distribute files to third parties to complete your filings. Grant specific users and teams access to SSR outputs, workbooks, and mappings to maintain a standardized process across all your investor reporting.

Tailored Shareholder Reporting

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Tailored Shareholder Reporting

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What We Do

Data-Driven Solutions

We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.