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Massachusetts Head Office

200 Brickstone Sq.
Andover
MA
US

Telephone

978-247-7307

Contact

Nick Berents
[email protected]

Prospectus Express

Prospectus Express® is the industry’s only Web-based SEC-compliant data warehouse and summary prospectus solution providing investor access to an online library of compliance documents (prospectuses, supplements, semi-annual and annual reports, and statements of additional information) for every open-end mutual fund, variable annuity, and variable life product sold in the United States.

Prospectus Express adheres to the SEC’s Summary Prospectus compliance requirements by enabling firms to deliver in either print or electronic format, and by its ability to make the longer "statutory" prospectus available to investors within a mouse click via its patented layered disclosure capabilities.

 

View other products from NewRiver Inc.

FundPOINT Suite

The industry’s only Web-based data and desktop solution sourced daily from SEC’s EDGAR database. FundPOINT Suite ensures brokerage firms, retirement plan providers, service providers, and insurance companies with an advisor network have Compliance Grade data based on the funds they sell and service.

Intelligent Delivery Services Suite

NewRiver’s Intelligent Delivery Services® (IDS) suite is a robust set of Web-based compliance print and electronic document fulfillment solutions that includes these offerings: Portfolio-Specific Printing NewRiver’s digital print-on-demand process tailors prospectuses, semi-annual and annual reports, and supplements to the individual investor’s holdings – reducing paper and postage costs while enhancing investor relevance. Virtual Document Warehouse …