The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Asset Management Division of Leading Canadian Bank Chooses Broadridge Canada’s Smart Fund Facts Solution

Broadridge Financial Solutions today announced that a leading Canadian bank has started a multi-year initiative to use Broadridge Canada’s Smart Fund Facts solution for the automated creation of regulatory point of sale (POS) fund facts documents.

Donna Bristow, vice president, client management and strategic product development, Broadridge, Canada, commented, “The decision by this major Canadian institution to use Broadridge for this solution was a very easy one, given our expertise and many years of experience in the area of automated, data driven solutions. The flexibility of Broadridge’s Smart Fund Facts offering created very little disruption to the customer’s current processes, allowing them to get up and running very rapidly and very smoothly.”

The Smart Fund Facts solution will create Fund Facts documents for mutual funds through an automated document creation process. Based on industry and/or fund specific data, customised templates will be utilised to create black lined and final version documents suitable for print, web viewing and e-delivery, in a fraction of the time it would take using conventional processes. In addition to creating the documents, Smart Fund Facts will be integrated into Broadridge’s Smart Prospectus service, which will then provide an end to end fulfillment solution. This same process will also be extended to cover MRFPs (Management Report of Fund Performance), Financial Statements, and Marketing document requirements.

Related content

WEBINAR

Recorded Webinar: Evolution of data management for the buy-side 2021

The buy-side faced a barrage of regulation in 2020 and is now under pressure to make post-Brexit adjustments and complete LIBOR transition by the end of 2021. To ensure compliance and ease the burden of in-house data management, many firms turned to outsourcing and managed services. But there is more to come, as buy-side firms...

BLOG

Reformis Adds Matrix IDM and NeoXam to Vendor Partner Programme

Reformis, a buy-side business transformation consultancy, continues to build out its vendor partnership programme with the addition of Matrix IDM’s cloud native data management software, and NeoXam’s Impress reporting solution. These join the company’s list of existing partners and products including IHS Markit’s EDM software, Snowflake’s cloud data platform, and Compliance Solution Strategies’ Accudelta product....

EVENT

TradingTech Summit London

TradingTech Summit London will explore how trading firms are innovating in today’s cloud and digital based environment to create flexible, scalable trading platforms to support speed to market and business agility. Leveraging the cloud, AI and ML technologies to get an edge, automate processes and simplify operations in a cost effective way is the name of the game and will share practical insight from practitioners and technology leaders who are innovating and driving forward change in trading operations.

GUIDE

ESG Handbook 2021

A-Team Group’s ESG Handbook 2021 is a ‘must read’ for all capital markets participants, data vendors and solutions providers involved in Environmental, Social and Governance (ESG) investing and product development. It includes extensive coverage of all elements of ESG, from an initial definition and why ESG is important, to existing and emerging regulations, data challenges...