Buyer's Guide: Mutual Fund Reporting Technology Checklist

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
Buyer's Guide: Mutual Fund Reporting Technology Checklist