Skip to main content

Six Steps for a More Efficient Mutual Fund Prospectus Reporting Process

Your browser doesn't support HTML5 canvas


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

Online registration is currently unavailable.

Please email events@workiva to register for this event.

Our forms are currently down.

Please contact us at

Our forms are currently down.

Please contact us at

Thank you

A Workiva team member will follow up with you shortly.

Thank you for registering

You'll receive a confirmation email shortly.

Thank you

You are now subscribed to receive blog updates.

Back to Top