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Investment Prospectus Reporting Datasheet

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Key Takeaways

  • Investment and insurance providers use Workiva to save time, ensure consistency, and maintain control while creating prospectus and supplemental mutual fund documents
  • Workiva limits variable expenses with an inclusive, fixed per-fund cost model
  • Updating disclosures and credit and market risk descriptions across hundreds of documents is easy with Workiva
  • Workiva streamlines collaboration by allowing teams to link data across prospectuses, marketing materials and fact sheets, and presentations

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