ProspectusBuilder® enables the online creation and updating of content across multiple mutual fund and variable annuity prospectuses and SAI's.
Because preparing and producing prospectuses can be a lengthy, labor-intensive and costly process, RR Donnelley developed ProspectusBuilder® to provide a web-based content management solution for in-house editing and publishing of prospectuses, SAI's and other compliance documents.
ProspectusBuilder®'s comprehensive features enable your team to store and update content for reuse across documents, format text and tables, track versions and produce blacklines, ultimately delivering either electronic or print ready documents; all from a secured online content repository. This content repository can host and manage all forms of text, financial information, graphics and other peripheral data or information elements that may be required in your documents.
Benefits
- Reduced cycle time creating or regenerating documents as changes are simultaneously made to the common language of multiple prospectuses
- Decreased costs through reduced external composition work and redundant editing and proofreading - "change once to update many"
- Increased accuracy through streamlined editing via remote collaboration that reduces errors while improving consistency across multiple funds, SAIs or other documents
- Improved productivity through streamlined document revision and approval cycles
- Total control over prospectus editing, composition and production including what to keep in-house and what to send outside
- SEC compliant ProspectusBuilder® aligned with SEC rules, including ongoing changes, and an EDGAR formatted version can be created at the touch of a button
- Develops Brand Awareness as you create the unique look and feel of your documents so investors are more aware of your information
Process Optimization
Automate processes, reduce errors and improve production cycle time by favorably impacting:
- Turnaround times: because one edit changes multiple related books
- Risk of error: ensuring text consistency across diverse documents and multiple funds
- Document revision and approval cycles: improving operational and staff efficiency
- Liability: audit trail that tracks all changes including their sources and reason
Flexible and Accurate Content and Document Creation
All content is stored in an online, collaborative content repository capable of hosting all forms of text, financial information and graphics as well as other peripheral data.
- Create: content from scratch or copy existing content
- Modify: variable text / element substitution on the fly using common content
- Add, copy, edit and delete variable content
- Apply styles or formatting to text and tables
- Insert graphics as needed
Complete Access and Function Control
Control the whole process with greater confidence, accuracy and ease.
- Insure version control and maintain an audit trail of all changes, by name, date and reason for the change
- Manage the online collaborative content repository
- Share, exchange, correct and reuse common text elements across documents
- Reduce the number of text elements stored in a repository through automatic variable data updating
- Authorize and control access privileges for all users
Web-Based Convenience
ProspectusBuilder eliminates the need to install an application or dedicate separate server hardware and software - thereby lowering implementation and support costs. Authorized users simply log on to a customized, secure ProspectusBuilder® website to access all content from a single, collaborative repository.
Fast, Needs-Driven Publishing Options
ProspectusBuilder allows you to create prospectuses the way you want them, the way the SEC requires them and the way your customers expect them:
- Publishes review-ready and print-ready documents in minutes
- Formats for print production and electronic distribution
- Creates SEC- compliant, EDGAR-ready ASCII, blacklined comparison and print ready PDFs
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