Flexibility and ease of use that address the needs of each user
A high level of security commensurate with the sensitive nature of financial materials and information
Responsive service and support designed for exacting standards
The leading Summary Prospectus solution for mutual funds and variable annuities.
Many respected industry investment companies have chosen Summary Pro for its superior investor experience and fully automated document-to-web publishing capabilities. Summary Pro guarantees same day availability on the web.
Current Summary Pro Solutions:
Mobular Board Portal is an innovative software solution that allows geographically dispersed board members and meeting administrators to securely create, access, search, navigate and annotate pertinent board documents, surveys and notifications directly from their smart phones, tablets and desktops. Designed with a customizable user-friendly interface, and best-of-class security features, Mobular Board Portal meets the productivity demands of the increasingly mobile executive community.
"We are excited to add Mobular Board Portal to our product offerings.It provides our customers a powerful new way to work quickly and collaboratively, even from remote locations."
- Allen Dillard, Mobular CEO