Die Brokerage Pool Document Library is ideal for IFAs, fund analysts and brokerage firms or retirement plan service providers that want to outsource their expensive and labor-intensive fund document collection and maintenance.
In addition the Document Library may also be used on private label basis or maintained through your distribution companies. Your advisors can integrate a direct access through their own websites ensuring investors receive immediate access to key documents as part of your offering.
Fund company administration teams and compliance officers will also find it a valuable resource for current and archived proprietary and competitor filings.
Please get a test access from us. Write us on info(at)fiseco.ch