Create Mutual Fund Documents With Confidence

SEC proposes tightening of mutual fund regulations
August 16, 2013

Do you have confidence in your mutual fund documents?

Managing and operating mutual funds requires the coordination of many complex documents, developed across a host of cross-functional teams. These documents are generated by business groups charged with the responsibilities of product development, fund performance, marketing, internal reporting, and regulatory filing.

Problems with version control, information consistency, and compliance requirements are common when using software that doesn't support the needs of the funds community. You are unsure if these documents will be consistent, accurate, or timely. It's enough to make you lose confidence in the mutual fund document creation process.

Put your trust in Wdesk.

Wdesk has the functionalities to accommodate all types of mutual fund companies. We've worked hand-in-hand with some of the leading mutual fund companies to develop the optimal platform, features, and product capabilities, from XBRL-tagging to version control.

No organization's structure is too complex for Wdesk to make a meaningful impact on data quality, accuracy, cost savings, and time. Create mutual fund documents with confidence.

To learn more about Wdesk, read this product brochure.

Click here to schedule a demo and see it for yourself.
Mike Sellberg

About the author

Mike Sellberg is Executive Vice President and Chief Product Officer at Workiva. He is the former EVP and CTO at iMed Studios and the former Divisional General Manager at Engineering Animation, Inc.