Transforming Your Shareholder Reporting Process

Arthy Kumar
30 minutes
Key takeaways 
  • Help to streamline all your N-CSR and N-CSRS filing documents
  • Collect and organize or format data from internal and external financial reporting and fund administration teams
  • EDGARize, file, and create print and web-ready files from one working document
  • Save time and costs, and create process efficiencies through enhanced collaboration, version control, controlled processes, and increased accuracy across documentation
  • Roll forward from period to period, allowing you to reuse formatting and basic information without beginning each report from the start
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