compliance

shareholder report preparation

You've got a dozen shareholder reports to file, and 60 days in which to file them. Let us help. We've gone through the documentation and filing process so many times, we know it like the back of our hands. From document creation and management to filing, printing and distribution, we can help streamline your document disclosure process.

FundAlign's workflow tools give you complete version-control at every phase of the approval process. FundAlign does immediate typesetting of each version of shareholder reports, so that you can review and revise instantly.

FundSmith converts your account data into workable Word and Excel documents, simplifying composition of investment schedules and financial statements.

Customized Investor Books analyzes where your customers' holdings are concentrated and recommend production and distribution options that will reduce your printing and mailing costs.

Not only can we translate shareholder documents into every conceivable language, we pay close attention to cultural and regional linguistic nuances, so your message never gets lost in translation.