Solutions for Fund Companies

Mutual Fund Summary Prospectus

Mobular’s regulatory hosting for corporate issuers and fund companies allows the same e-Document experience with features to support the SEC rulings for Summary Prospectus and Notice & Access.

Our Summary Prospectus Hosting utilizes Mobular’s e-Document technology with features to comply with the SEC Summary Prospectus 2 click ruling. Users can easily navigate from document to document within a fund site and request materials with the click of a button.

XBRL Hosting

Automated hosting of XBRL documents to allow easy posting and accurate information.

Variable Annuity

Variable Annuity Prospectus Hosting allows hosting of the related fund documents for variable annuities, allowing all related documents for underlying funds to be accessible in one location and one format.

Fund Proxy Material Hosting

Similar to Notice and Access, Mobular can provide a deliverable micro-site to host your fund proxy materials. By incorporating links to your proxy voting solution, users can easily view materials and access voting with the click of a mouse.