Asset managers are required to provide investors with the option to receive management reports and financial statements for funds in their portfolio. The e-CDM solution compliantly manages the entire NI 81-106 continuous disclosure process including the delivery of MRFPs and Financial Statements to investors.
e-CDM reduces compliance costs by up to 75%.
We have helped eliminate more than $10M in industry costs related to the CDM process.
Significant savings over traditional CDM methods
Migrate costly print delivery to secure e-delivery of MRFPs and Financial Statements. Use InvestorCOM to customize and dynamically generate a package containing the unique content required for each investor, eliminating 1,000s of pages of immaterial content.
Streamline the CDM process
From beginning to end we take care of it all. Our end-to end e-CDM solution is optimized for every step of the process:
- Standardized communication templates.
- Automated workflow.
- Capture and manage client consent.
- Generate dynamic reports.
- E-deliver or print/mail.
Increase investor satisfaction
We optimize the client experience from opt-in through delivery. Investors choose their preferred method of delivery. Investors that go paperless access their custom report in one click – no login required.