Six Steps for a More Efficient Mutual Fund Prospectus Reporting Process

Save time and increase the quality of your controls management process.

In this white paper, you will learn:


Why investment advisors and compliance teams are under increasing pressure to improve efficiency


How the right technology can transform your investment prospectus reporting process


The six steps your company can implement to optimize prospectus reporting without sacrificing data accuracy of or output quality



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Where Wdesk helps:

The pieces of your reporting process should result in better business outcomes. Wdesk can help you sweeten your processes by reducing the cost of reporting, streamlining report creation and review, and improving accuracy.

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Date: Tuesday, March 29th, 2016
Time: 10:00am PST | 1:00pm EDT | 5:00pm GMT
Duration: 60 minutes
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Meet your presenters


John Smith, Workiva
Developer

John Smith, Workiva
Developer

John Smith, Workiva
Developer

John Smith, Workiva
Developer

John Smith, Workiva
Developer

DATA Act
Reading List

We've compiled a reading list that covers what you need to know about the DATA Act:

Read the Articles

DATA Act Information Model Schema
DATA Act Timeline
Section 5 Grants Pilot