To better help companies comply with the SEC’s Tailored Shareholder Reports rule, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR), has developed a new, technology-enabled template and end-to-end process solution for fund companies and fund administrators. This new digital template greatly simplifies the steps involved in creating and providing the SEC’s new Tailored Shareholder Reports.
“The digital template we’ve created is good for fund investors and compliant with the rules and is just one part of the end-to-end solution which provides the scale and automation companies are seeking,” said Michael Tae, Broadridge President of Mutual Fund and Retirement Solutions.
“Our end-to-end solution for funds and fund administrators offers iXBRL tagging, SEC-compliant layered web hosting, and comprehensive SEC filings, along with…
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