Donna Bristow, VP Client Management & Strategic Product Development, Broadridge, Canada, commented, "The decision by this major Canadian institution to use Broadridge for this solution was a very easy one, given our expertise and many years of experience in the area of automated, data driven solutions. The flexibility of Broadridge's Smart Fund Facts offering created very little disruption to the customer's current processes, allowing them to get up and running very rapidly and very smoothly."
The Smart Fund Facts solution will create Fund Facts documents for mutual funds through an automated document creation process. Based on industry and/or fund specific data, customized templates will be utilized to create black-lined and final version documents suitable for print, web-viewing and e-delivery, in a fraction of the time it would take using conventional processes. In addition to creating the documents, Smart Fund Facts will be integrated into Broadridge's Smart Prospectus service which will then provide an end-to-end fulfillment solution. This same process will also be extended to cover MRFPs (Management Report of Fund Performance), Financial Statements, and Marketing document requirements.