Mobular® Financial Services
Modern, Online Solutions to Financial Documentation Management
Mobular® SEC-Compliant document hosting platform allows our expert partner channel to provide fund literature centers, notice and access, and other SEC Compliant investor relations solutions to their clients.
Digital Financial Services
Providing “web optimized” document technology while meeting compliance needs, Mobular® is the final, digital mile for financial documents.
SEC Compliant Document Hosting
What are the Document Hosting solutions we provide?
Summary Prospectus Hosting
Automate document collection, processing, electronic presentation, and linking of fund documents compliant with the SEC 498 two-click ruling.
498A compliant document hosting
Built on Mobular® SUMMARY PROAR® technology, Mobular Technologies® provides automated solutions that enable 498A compliant document libraries for Variable Annuity and Variable Life companies. Host product and underlying fund documents in a single searchable library with one-click access to related documents.
30e-3 Compliance Hosting
As an add-on to SUMMARY PROAR®, first and third quarter holdings documents can be hosted and linked with fund documents.
Notice=Access
The Mobular® shareholder communications platform increases the value of client communications. Mobular Interactive Annual Meeting Kit™ and Mobular Interactive Annual Report™ enhances the shareholder education experience by creating interactive, branded microsites from static PDF documents that are accessible from any device. Mobular Interactive Proxy Statement™ includes Pass-through voting, corporate branding, and email delivery saves your organization print and postage costs.
Turnkey eDelivery Services
Provide us with the content and the list, we take care of the rest.
Compliance as a Service
Mobular® Financial Services Platform Features…
Click a screenshot to see the platform in action.
Dashboard
Online document management and publishing
Mobular Document Center™
Web component on your site offers low-code solution for your web developers
Ordering
Document ordering – request printed materials or eDelivery through built-in shopping carts
Branding
Retain your branding and keep visitors on your site
Metrics
Gain insights into document activity specific to Financial Services sites.
Scheduling
Automatically schedule, publish, and retire documents for compliance.
Literature Center