Point of Sale Effortless Compliance

You know that the need for diligence in Point of Sale (POS) documentation has never been greater. In response to the shifting regulations in the industry, we developed the most responsive Fund Facts document generation solution in the industry. Providing customizability while maintaining integrity, our solution allows you to make changes and ensure congruity across all relevant documents. We’ve been doing this for over fifteen years and we understand the care and attention required for compliance in the investment fund industry.


We begin the process of building your Point of Sale solution by focusing on you. As with all of our products, we don’t require you to change your workflow or file structures to suit our system. We build a solution that suits the way you run your business.


Using our simple web-based interface, you can upload your data at any time, day or night. Consistency checks and translation optimizations are performed immediately and we notify you if the data needs any corrections or new translations. All of this happens real-time, so you can be sure you stay well ahead of the regulatory curve.


In order to edit your documents you need all of the information at your fingertips. Our industry-leading blacklining solution allows you to view the current draft against any historical version in the same format as the finished product. Because of our long history with POS disclosure, we have a depth of understanding that allows us to assist you as you make changes to your documents.

Approval and Generation

Following approval, your documents can be generated in web or print versions and you can trust that they are ready for filing and distribution without any further adjustment. With our fully automated solution you’ll be amazed at how fast the process is completed. If you have any questions along the way our developers are always available for support.


We have a long-standing partnership with Broadridge Financial Services, Inc., one of the most established financial documents distribution organizations in the industry. Once your documents have been generated we allow the professionals at Broadridge to handle distribution.

Calculated Advantage



Custom-built Solutions: We pride ourselves on our flexibility. We work with each of our clients individually – you won’t find any template solutions here. We want you to continue using the data structures and workflows you’re comfortable with and we’ll build the solution around your needs; we are working for you, after all.

Availability of Developers: Since our company was founded, we’ve had the philosophy that our clients deserve direct access to the people working on their projects. If you have a question or concern you can call us and speak directly to our developers. There are no helpdesks or account reps to go through; our project managers are our developers, and you have the freedom to speak with them.

Turnaround time: Because our system is built around automation and efficiency, the time from upload to generation of your documents is extraordinarily fast – real time even.

Advanced Functionality: Our solutions are some of the most advanced in the industry. We know you want the most efficient business possible, and we’re confident we can provide you with the tools to get there.

  • Consistency Checking: Our system notifies us if there are any inconsistencies in your data that need correction. With our solution you can have the peace of mind that your data will never be uploaded with missing segments or problematic changes.
  • Translation Optimization: Upon upload, our system scans a database of your past documents for any text which is reused and notifies you of only the new segments of text which need translation. This prevents you from performing redundant translation work and saves you time and money.
  • Blacklining: Our blacklining solution makes editing simple. We realized that the only effective way for you to review changes in a document was to see it in the same format as the finished product, so our blacklining solution is designed to allow you to do just that. Furthermore, you need to be able to see past revisions of a document when you’re making changes; we store that information and allow you to see the full history of revisions.