Shareholder Communications Solutions by Mobular

By: Mobular  09-12-2011
Keywords: Financial Services, mutual funds

Notice & Access

Mobular Technologies’ communications platform continues to be the leader in electronic presentation of Proxy Materials.  Automation, simplicity and adherence to the SEC’s Notice and Access regulations for web presentation are at the core of Mobular’s technology.  Proxy materials produced using the Mobular solution are:
  • Identical to the paper versions of the material
  • Accessible for convenient viewing  or printing
  • Full text keyword search, with context-based results
  • Hyper-linked table of contents
  • Browser-only simplicity (no software to install)
  • Additional solicitation materials easily incorporated into website
In addition to the savings early notice and access adopters have realized from reducing print and mail costs, the regulation is also helping companies to expand shareholders’ use of the web, thereby increasing potential for future eConsents.

Summary Prospectus

After much debate, industry focus groups and extended comment periods, the new Summary Prospectus rule has been approved by the SEC.

Some technology providers in the financial services industry have already taken proactive steps to ensure functionality is available to the marketplace to allow Mutual Funds to comply with the new regulations with a cost competitive solution.

Mobular has developed prototype capabilities for the Mutual Fund Summary Prospectus that includes all the requirements for the new regulations.  This prototype can be reliably demonstrated to produce the appropriate end product for investor use.  Mobular incorporates content management capabilities, document hosting services, custom integration and a broad set of elecctronic shareholder communication technologies to support Summary Prospectus functionality. 

Call us for a Live Prototype Demonstration over the web.

Electronic Communications Platform

Mobular, in conjunction with its partners, provides a secure, personalized web experience through our Electronic Communications Platform that combines public and private documents, eConsent and eNotification capabilities, with branded, individualized microsites for your shareholders to enjoy.

Our application platform seamlessly integrates with multiple archive sources for all document types, converts those documents to an XBRL compliant web display, and provides a completely personal interactive experience for each individual shareholder.  Using proven eConsent capabilities, this personalized experience is proven to drive up electronic opt-in rates while increasing shareholder satisfaction.  Many mutual funds today are moving quickly to a paperless environment.  To learn more about how to do this efficiently, contact Mobular, the leader in electronic shareholder communications.

Keywords: Financial Services, mutual funds

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Other products and services from Mobular


Products for electronic Summary Prospectus by Mobular

Our most popular and widely used option, the Gold Label allows customers to include significant add-on features like proxy voting, RSS feeds, print on demand integration, integrated email, livechat, and a variety of other value added options.