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Buyer's Guide: Mutual Fund Reporting Technology Checklist

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Author

Workiva

Length

15 pages

Key Takeaways

  • Chief compliance officers are under pressure to improve efficiency and reduce cost for the investment prospectus, shareholder reports, and fund books
  • Incorporating new technology will increase efficiency in investment reporting while maintaining data accuracy
  • This checklist highlights the key characteristics of a reporting platform capable of handling the complexities of mutual fund reporting

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