About a-team Marketing Services

A-Team Insight Blogs

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

Subscribe to our newsletter

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.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: How to ensure efficient, accurate, timely and compliant entity data management

Date: 29 November 2023 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Requesting, gathering, analysing and monitoring customer, vendor and partner entity data is a time-consuming, and often a manual process. These aspects can slow down customer relationships and can expose financial institutions to risk from inaccurate, incomplete or outdated data...

BLOG

BTP is on a mission to build trust in capital markets, Chronicle is its digital provenance solution

Provenance can be a problem, but there are answers as vendors such as BTP move into the space with solutions that help financial institutions gain confidence in the provenance of capital markets related assets such as data, financial instruments, commodities, and regulatory reports. The company’s digital provenance solution, Chronicle, was made generally available in autumn...

EVENT

TradingTech Briefing New York

TradingTech Insight Briefing New York will explore how trading firms are innovating and leveraging technology as a differentiator in today’s cloud and digital based environment.

GUIDE

ESG Handbook 2023

The ESG Handbook 2023 edition is the essential guide to everything you need to know about ESG and how to manage requirements if you work in financial data and technology. Download your free copy to understand: What ESG Covers: The scope and definition of ESG Regulations: The evolution of global regulations, especially in the UK...