Changes applicable to multiple documents are made only once, updating the common component library, and thus all the documents that share the components.

Different contributors can work on different parts of the same document at the same time. Components are locked during updates and released when saved. Changes appear in real time.

Begin a new document based on its previous edition or automatically assemble it from applicable library components. Either method assures that the latest revised content populates the document.

ProofPlus^® uses XML to manage both the component library and document assembly. Evaluation of the XML structure and usage rules that relate library content to document characteristics assures that the correct content appears in the correct place.

Remote systems can initiate uploads of all data types used in the system to build tables, populate variables and provide library content. Users may have an option to approve data before commitment.

ProofPlus^® generates tables and charts from stored data. Data can be uploaded automatically, manually, or pasted from Excel. Tables and charts can refresh with revised data.

Since library components can be shared across document types, Financial Highlights finalized for Annual Reports can populate Prospectuses without requiring duplicated work.

The SEC requires a hyplerlink from a prospectus to the latest filing of its related SAI. ProofPlus^® logs all of its filings and generates the hyperlink dynamically.

For amended documents, ProofPlus^® creates static editions. Static editions preserve content as it appeared at time of filing. This guarantees that only the purposely updated content changes.

ProofPlus^® applies high quality typographical composition to the PDFs it produces for both review and final distribution. The process is automatic, on-demand, and unlimited.

Our highly trained staff is available to answer questions and guide you at every step.

Since the summary section of the statutory prospectus provides the content for each fund's Summary Prospectus, there is no need to maintain separate documents. Creating a summary prospectus is simply an output option.

Summaries do require a cover set-up different than the statutory's. That information is included in the Summary section of the statutory and applied with the summary extraction.

The SEC requires hyplerlinks from a summary prospectus to the latest filing of its related prospectus and SAI. ProofPlus^® logs all of its filings and generates the hyperlinks dynamically.

ProofPlus^® applies high quality typographical composition to the PDFs it produces for both review and final distribution. The process is automatic, on-demand, and unlimited.

Our highly trained staff is available to answer questions and guide you at every step.

Changes applicable to multiple documents are made only once, updating the common component library, and thus all the documents that share the components.

Different contributors can work on different parts of the same document at the same time. Components are locked during updates and released when saved. Changes appear in real time.

Begin a new document based on its previous edition or automatically assemble it from applicable library components. Either method assures that the latest revised content populates the document.

ProofPlus^® uses XML to manage both the component library and document assembly. Evaluation of the XML structure and usage rules that relate library content to document characteristics assures that the correct content appears in the correct place.

Remote systems can initiate uploads of all data types used in the system to build tables, populate variables and provide library content. Users may have an option to approve data before commitment.

ProofPlus^® generates tables and charts from stored data. Data can be uploaded automatically, manually, or pasted from Excel. Tables and charts can refresh with revised data.

The SEC requires a hyplerlink from an SAI to the latest filing of its related Annual Report. ProofPlus^® logs all of its filings and generates the hyperlink dynamically.

For amended documents, ProofPlus^® creates static editions. Static editions preserve content as it appeared at time of filing. This guarantees that only the purposely updated content changes.

ProofPlus^® applies high quality typographical composition to the PDFs it produces for both review and final distribution. The process is automatic, on-demand, and unlimited.

Our highly trained staff is available to answer questions and guide you at every step.

To guarantee that changes are carried forward, update one or more standard editions and link extracts from them into the sticker.

The fund associations and links maintain all the characteristics necessary to generate EDGAR filings including iXBRL for Fund Summary stickers.

ProofPlus^® applies high quality typographical composition to the PDFs it produces for both review and final distribution. The process is automatic, on-demand, and unlimited.

Our highly trained staff is available to answer questions and guide you at every step.

Changes applicable to multiple documents are made only once, updating the common component library, and thus all the documents that share the components.

Different contributors can work on different parts of the same document at the same time. Components are locked during updates and released when saved. Changes appear in real time.

Begin a new document based on its previous edition or automatically assemble it from applicable library components. Either method assures that the latest revised content populates the document.

ProofPlus^® uses XML to manage both the component library and document assembly. Evaluation of the XML structure and usage rules that relate library content to document characteristics assures that the correct content appears in the correct place.

Remote systems can initiate uploads of all data types used in the system to build tables, populate variables and provide library content. Users may have an option to approve data before commitment.

ProofPlus^® generates tables and charts from stored data. Data can be uploaded automatically, manually, or pasted from Excel. Tables and charts can refresh with revised data.

Since library components can be shared across document types, Financial Highlights finalized for Annual Reports can populate Prospectuses without requiring duplicated work.

For amended documents, ProofPlus^®creates static editions. Static editions preserve content as it appeared at time of filing. This guarantees that only the purposely updated content changes.

ProofPlus^® applies high quality typographical composition to the PDFs it produces for both review and final distribution. The process is automatic, on-demand, and unlimited.

Our highly trained staff is available to answer questions and guide you at every step.

Submission types are configurable. Commonly: 497, 497J, 497K, N-1A, N1A/A, 485APOS, 485BPOS, 485BXT, POS AMI, N-2, N-2/A, 486APOS, 486BPOS, N-CSR, N-CSR/A, N-CSRS, N-CSRS/A, N-PX, CORRESP, 8-A12B

Filings start with a Trust and submission type. ProofPlus^® then collects all relevant documents related to that Trust and that submission type for the user to select for the filing.

As soon as prospectuses are available for filing, the user can generate EDGAR with inline XBRL for the risk/return sections. The source files contain all the information to identify risk/return facts.

Before filing, users can preview the inline XBRL as it would appear on the SEC site.

The filing form is a populated template with all the control information required for filing, including Series and Class IDs ProofPlus^® collects for the filing. As soon as test filings are approved, users can Live file.

For each filing, ProofPlus^® stores the accession number, form type, user, filing date, test/live mode, status and submission notification, and the populated submission template.

Our highly trained staff is available to answer questions and guide you at every step.

ProofPlus^® can publish simultaneously in multiple formats, including PDFs for on-demand or conventional printing, accessible PDFs, HTML for posting to web sites, XML for the web or content exchange, and Word.

Send output via email distribution lists as attachments or links to a dedicated site. Or deliver files using standard protocols over the web.

ProofPlus^® can maintain dedicated web sites for print vendors or other volume consumers where documents can be distributed as they are approved. Upon being notified a document is ready, a vendor logs into their website to download it.

Our highly trained staff is available to answer questions and guide you at every step.

Your design, your data, on YOUR schedule.

No need to fit your design into pre-fab templates, our factsheets are custom made to your specifications and various PDF outputs can be specified as well.

Options available to upload Ad Hoc data sheets, or enter data manually.

Author, edit and generate updated PDFs instantaneously at no additional cost.

ProofPlus^® generates tables and charts from stored data. Data can be uploaded automatically, manually, or pasted from Excel. Tables and charts can refresh with revised data.

Different contributors can work on different parts of the same document at the same time. Components are locked during updates and released when saved. Changes appear in real time.

Multiple firewalls and permissions to protect your data.

Need to revert back to previous text or data? No problem with our audit tracking!

Our highly trained staff is available to answer questions and guide you at every step.

A great tool for your sales team!

Options available to upload Ad Hoc data sheets, or enter data manually.

Our highly trained staff is available to answer questions and guide you at every step.

Your design, your data, on YOUR schedule.

No need to fit your design into pre-fab templates, our factsheets are custom made to your specifications.

Your data flows seamlessly to our secure FTP.

Author, edit and generate updated PDFs instantaneously at no additional cost.

ProofPlus^® generates tables and charts from stored data. Data can be uploaded automatically, manually, or pasted from Excel. Tables and charts can refresh with revised data.

Different contributors can work on different parts of the same document at the same time. Components are locked during updates and released when saved. Changes appear in real time.

Multiple firewalls and permissions to protect your data.

Need to revert back to previous text or data? No problem with our audit tracking!

Our highly trained staff is available to answer questions and guide you at every step.

Make multiple email groups using our easy-to-use interface.

Send emails anytime anywhere.

Our highly trained staff is available to answer questions and guide you at every step.

Your design, your data, on YOUR schedule.

No need to fit your design into pre-fab templates, our factsheets are custom made to your specifications.

Your data flows seamlessly to our secure FTP.

Multiple firewalls and permissions to protect your data.

Need to revert back to previous text or data? No problem with our audit tracking!

Our highly trained staff is available to answer questions and guide you at every step.

Call today for a free estimate.