Investment Prospectus Reporting Datasheet

Key Takeaways

• Investment and insurance providers use Workiva to save time, ensure consistency, and maintain control while creating prospectus and 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, fact sheets, and presentations