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Factsheet

Produce investment or fund factsheet

Contact us

A factsheet is often the first place investors look to learn about your fund. Whether you want to deliver a traditional PDF or a dynamic digital experience, we make it easy and cost-effective to communicate value and leverage brand equity while staying compliant with distribution requirements.

Design, update and disseminate information about your fund

Create branded factsheets with essential, up-to-the-minute information for standard PDF distribution or interactive online engagement with our services and technology.

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Custom Templates
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Increased Speed To Market
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Web-Based Review and Approval
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Time-saving Technology

Technology plays a crucial role. Our online client portal allows users to upload data, review and approve documents and initiate change. This facility also enables documents to be archived for access in the future. The completed and approved fact sheet can be distributed via our online web portal in accordance with client specified delivery rules.

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Asset Management Solutions

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The leader in financial and regulatory reporting.

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Financial institutions serviced by Broadridge.
2.9B
Regulatory documents delivered for clients annually.
400M+
Pieces of regulatory communications delivered electronically each year.
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Mutual Funds and ETF Providers

Simplify financial and regulatory reporting

Stay focused on your core business while meeting tax and regulatory requirements with Broadridge specialists and products that automate data collection, analysis, and reporting.
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