Partner with EdgarAgents and File with Style™
While we applaud the SEC for their focus on transparency for investors and a clear mission to make investing more accessible and understandable, this is a fundamental transformation of disclosure requirements. We understand the complexity of compliance is of concern, and EdgarAgents is here to help with implementation. Larger Funds with multiple series and share classes are looking at potentially producing hundreds of unique TSRs, so digital management of content becomes more important than ever. Our proprietary platforms already utilize innovative automation techniques and tools that provide the fastest turnaround times in the industry. Our team of experts is ready to support our clients’ compliance with these new requirements in the most efficient manner.
As a strategic business partner within the financial services sector, EdgarAgents sees these reports as an opportunity as much as a requirement. The specific call to make these reports “visually appealing” opens the door further for the convergence of fund marketing and regulatory disclosure; we refer to this as File with Style™. Speak with us to learn about the innovative solutions we are building to leverage these new Tailored Shareholder Reports, to transcend beyond yet another regulatory burden, and to instead seize the opportunity to further build on your branding.
EdgarAgents’ disruptive growth is built on a foundation of excellence, with successful execution of projects to the highest performance service levels in the industry. We are prepared and ready to assist you with this new mandate at every step along the journey.