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Description
Provide your board directors with tailored and precise reporting that enables them to fulfill their fiduciary responsibilities effectively. Utilizing Broadridge data, you can gain profound insights into competitors, allowing for a more representative selection of peer groups and enhanced understanding of trends within the fund industry, ultimately helping you position your funds to advocate for fee increases. You will acquire fund performance, portfolio, and expense data that comply with regulatory and compliance standards for board reports. Custom peer groups reveal avenues for improving margins and maximizing growth potential. By merging personalized insights with exceptional expertise, your board reports can achieve a higher standard. Our consulting teams leverage data from Morningstar, Lipper, and exclusive Broadridge resources to provide comprehensive coverage of fund expenses, performance, and portfolios, as well as tailored peer groups. These insights are then used to uncover trends in the fund industry, enabling the creation of detailed and professional-grade board reports. Moreover, Broadridge collaborates with top industry data providers to ensure clients receive information that is directly sourced from the firms themselves, enhancing the quality and reliability of the reports. This partnership not only strengthens your reporting capabilities but also empowers your board to make informed decisions based on the most relevant and current data available.
Description
As a premier provider of risk and compliance solutions on a global scale, DFIN uniquely delivers an integrated platform that encompasses regulatory, reporting, legal, filing, and distribution solutions. Our longstanding position as a market leader enables us to offer the financial sector unparalleled experience and expertise. The Arc Suite financial regulatory compliance software is designed to empower users in navigating the challenges and intricacies of a constantly evolving regulatory landscape, enhancing both confidence and control in the process. This robust platform caters to a wide array of data, supports multilingual content, and fulfills diverse compliance needs through a collection of innovative, award-winning products. Developed by specialists in mutual fund and product technology, Arc Suite effectively addresses reporting mandates from regulatory bodies worldwide, including the SEC, OSC, and ESMA. Furthermore, Arc Suite's regulatory compliance management software seamlessly integrates with all facets of front, middle, and back office operations, utilizing cloud-based proprietary tools to enhance efficiency and adaptability. With our comprehensive approach, DFIN ensures that clients remain well-equipped to tackle the complexities of regulatory compliance in the financial industry.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Broadridge
Country
United States
Website
www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/15c-board-reporting
Vendor Details
Company Name
Donnelley Financial Solutions
Founded
1983
Country
United States
Website
www.dfinsolutions.com/products/arcsuite
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement