Products & Solutions
Summary Prospectus
Summary Prospectus rule has been approved by the SEC; Read the final ruling: Final Summary Prospectus Rule
Mobular has developed capabilities for the Mutual Fund Summary Prospectus that include all the requirements for the new regulations. This application can be reliably demonstrated to produce the appropriate end product for investor relations. Custom features currently include:
- Content Management
- Document hosting services
- Custom integration
- Electronic Shareholder Communication technologies to support Summary Prospectus functionality
* Schedule an online demonstration
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
- Bookmarked Table of Contents
- Browser-only simplicity (no software to install)
- Additional solicitation materials easily incorporated into website
In addition to the savings from reducing print and mail costs the regulation is also helping to expand shareholders' use of the web; thereby increasing potential for future eConsents.
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 documents to an XBRL compliant web display, and provides a completely 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.
Move your Mutual Funds to a paperless platform and save a tree! To learn more about going green and how to do this efficiently, contact Mobular Technologies, Inc., the leader in electronic shareholder communications.