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Financial Technology Year

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Broadridge Fund Document Solution

from Broadridge Financial Solutions

End-to-end document creation and management for fund communications, including prospectuses, factsheets, and regulatory reports. Features include data sourcing, template management, translation services, digital delivery, and compliance tracking.
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Solutions that automate the creation and maintenance of product documentation including prospectuses, fact sheets, KIIDs, and other regulatory and marketing materials.

Broadridge Fund Document Solution


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