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Six Steps for a More Efficient Mutual Fund Prospectus Reporting Process

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Length

4 pages

Key Takeaways

  • Investment advisors and compliance teams are under pressure to increase efficiency and reduce cost across the investment prospectus process
  • The right technology can transform your investment prospectus reporting process and make it less labor intensive
  • By implementing six steps, companies can optimize prospectus reporting without sacrificing data accuracy or output quality

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