The RightProspectus system tracks SEC filings to assure that only the most current, accurate prospectuses are delivered in a graphic rich format to investor clients and prospects. Add this service to your existing prospectus delivery program.
Key features
- Auditing so clients see that information has been sent and opened by the investor
- Tracking mechanism for e-mail and traditional printed prospectuses
- Customer data management and consent collection
- Reduced printing and administrative burden
- Automation and streamlining of prospectus delivery, removal of barriers to compliance
Key advantages
- Reduce costs: Reduces operational burden associated with in-house printing and managing the process of receiving and sending documents manually.
- All-in-one: Provides complete, up-to-date information that is delivered on time, every time with the RR Donnelley brand behind the entire process.
- Stay in compliance: Delivers the most current prospectuses, with up-to-date tracking information on what has been sent, received, and opened.
- Be more efficient: Easiest-to-use pre-sale prospectus delivery and tracking system available to broker/dealers in the marketplace.
- Mitigate compliance risk: provides the delivery of up-to-date documents in an electronic format which tracks the receipt and acceptance of documents delivered.
Value-Added Communication Solution
RightProspectus is another example of the value-added communications solutions only RR Donnelley can provide, with our extensive industry expertise, 140-plus years of experience, and our enormous global footprint. RightProspectus takes the optimized production and delivery of prospectuses to a new level.
Peace of Mind
- RightProspectus removes unnecessary barriers to compliance and makes the process "fool proof" for your registered reps.
- By offering reps the ability to produce the most up-to-date prospectuses in either printed or electronic delivery, they have convenience at their fingertips.
- New mutual fund investments can be made faster and more seamlessly as the dissemination and confirmation of information is quicker.
Benefits of Compliance
- The RightProspectus product ensures that the most accurate and up-to-date prospectus information is provided whenever you need it. This mitigates your risk and increases the efficiency of delivering the right information on the right investment at the right time.
- RightProspectus helps eliminate the "he said, she said" in the broker transaction with robust tracking that documents that the prospectus was received and opened by the investor.
- Now you can produce and track prospectus information the way you need it - either in printed or electronic format.
An Integrated Solution for Your Business
Flawless Execution: The best technology and most advanced printing capabilities in the industry aren't worth anything if the process isn't executed with the utmost dispatch and accuracy. That's why we speak with enormous pride about our unrivaled track record of producing and delivering over 35,000,000 fund documents in the last three years - accurately and on time every time - via our optimization process.
The Strength of RR Donnelley: With the introduction of RightProspectus, RR Donnelley continues the 140-year tradition of delivering critical information to investors. The unsurpassed scale of RR Donnelley gives us the ability to offer multifaceted production platforms that provide the most cost-efficient solutions available in the industry today.
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