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

A-Team Insight Blogs

Leading Canadian Bank Selects Broadridge Canada for Smart Document Creation Solution

Broadridge Financial Solutions, today announced that another Canadian financial institution has selected Broadridge Canada’s Smart Document Creation solution for the generation of Fund Facts documents required by the new Point-of-Sale (POS) regulations.

The Smart Document Creation solution will generate regulatory Fund Facts documents for the bank’s mutual funds through an automated document creation process. Using their fund-specific data and customized templates, pro-forma, black-lined and final version documents will be created that are suitable for print, web-viewing and e-delivery. Using Broadridge’s automated document creation process, these documents can be created in a fraction of the time it would take using traditional desktop publishing.

Donna Bristow, Vice President, Client Management and Strategic Product Development, Investor Communication Solutions, Canada, Broadridge, commented, “With our long-standing relationship in place, it was easy to layer on the creation of regulatory Fund Facts to the existing services we already provide. We were able to customize the data loads and document layout to suit their requirements, which resulted in a cost-effective and timely set of regulatory Fund Facts.”

Further to creating the documents, Smart Document Creation will be tightly integrated into Broadridge’s existing Smart Prospectus service which will then provide an end-to-end fulfillment solution. Smart Document Creation can also be extended to cover the creation of MRFPs (Management Reports of Fund Performance), financial statements, and marketing documents.

Related content

WEBINAR

Upcoming Webinar: Best practice approaches for corporate actions automation

Date: 18 November 2021 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Demand for timely and accurate corporate actions data is growing as volumes and complexity rise, and financial institutions acknowledge the increasingly costly gap between accurate corporate actions processing in real, or near-real, time and faulty processing caused by poor...

BLOG

A-Team Group ESG Handbook 2021 Details Environmental, Social and Governance Investing and Disclosure

A-Team Group has expanded its portfolio of industry-leading publications with the release of ESG Handbook 2021, a guide to Environmental, Social and Governance (ESG) investing, disclosure, and product development. The handbook offers capital markets participants, data vendors and solutions providers extensive coverage of all elements of ESG, from an initial definition and note on why...

EVENT

Data Management Summit London

DMS London brings together the European data management community to explore the latest challenges, opportunities and data innovations facing sell side and buy side financial institutions.

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...