Fund Facts POS

Our solution addresses the fundamental changes to NI 81-101 pertaining to the delivery of Fund Facts to your investors.

We provide a unique combination of industry experience, expertise, and proven architecture to deliver a complete solution for stages 1, 2 and 3 of the CSA Amendment. Our customized solution delivers speed to market, personalized and relevant investor communication and comprehensive auditing with investor-level reporting for all packages, including standalone transaction confirmations.