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ProspectusBuilder® enables the online creation and updating of content across multiple mutual fund and variable annuity prospectuses and SAI's.

Because preparing and producing prospectuses can be a lengthy, labor-intensive and costly process, RR Donnelley developed ProspectusBuilder® to provide a web-based content management solution for in-house editing and publishing of prospectuses, SAI's and other compliance documents.

ProspectusBuilder®'s comprehensive features enable your team to store and update content for reuse across documents, format text and tables, track versions and produce blacklines, ultimately delivering either electronic or print ready documents; all from a secured online content repository. This content repository can host and manage all forms of text, financial information, graphics and other peripheral data or information elements that may be required in your documents.

Benefits

  • Reduced cycle time creating or regenerating documents as changes are simultaneously made to the common language of multiple prospectuses
  • Decreased costs through reduced external composition work and redundant editing and proofreading - "change once to update many"
  • Increased accuracy through streamlined editing via remote collaboration that reduces errors while improving consistency across multiple funds, SAIs or other documents
  • Improved productivity through streamlined document revision and approval cycles
  • Total control over prospectus editing, composition and production including what to keep in-house and what to send outside
  • SEC compliant ProspectusBuilder® aligned with SEC rules, including ongoing changes, and an EDGAR formatted version can be created at the touch of a button
  • Develops Brand Awareness as you create the unique look and feel of your documents so investors are more aware of your information

Process Optimization

Automate processes, reduce errors and improve production cycle time by favorably impacting:

  • Turnaround times: because one edit changes multiple related books
  • Risk of error: ensuring text consistency across diverse documents and multiple funds
  • Document revision and approval cycles: improving operational and staff efficiency
  • Liability: audit trail that tracks all changes including their sources and reason

Flexible and Accurate Content and Document Creation

All content is stored in an online, collaborative content repository capable of hosting all forms of text, financial information and graphics as well as other peripheral data.

  • Create: content from scratch or copy existing content
  • Modify: variable text / element substitution on the fly using common content
  • Add, copy, edit and delete variable content
  • Apply styles or formatting to text and tables
  • Insert graphics as needed

Complete Access and Function Control

Control the whole process with greater confidence, accuracy and ease.

  • Insure version control and maintain an audit trail of all changes, by name, date and reason for the change
  • Manage the online collaborative content repository
  • Share, exchange, correct and reuse common text elements across documents
  • Reduce the number of text elements stored in a repository through automatic variable data updating
  • Authorize and control access privileges for all users

Web-Based Convenience

ProspectusBuilder eliminates the need to install an application or dedicate separate server hardware and software - thereby lowering implementation and support costs. Authorized users simply log on to a customized, secure ProspectusBuilder® website to access all content from a single, collaborative repository.

Fast, Needs-Driven Publishing Options

ProspectusBuilder allows you to create prospectuses the way you want them, the way the SEC requires them and the way your customers expect them:

  • Publishes review-ready and print-ready documents in minutes
  • Formats for print production and electronic distribution
  • Creates SEC- compliant, EDGAR-ready ASCII, blacklined comparison and print ready PDFs
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Case Studies

Client experiences using ProspectusBuilder
  • A large bank and fund company client with 139 mutual funds uses ProspectusBuilder® to produce over 70 prospectuses - cover-to-cover - online. They selected ProspectusBuilder because it "eliminates costly traditional typesetting, is scalable, brings efficiencies to the daily creating and reviewing of prospectuses and is the best solution in the industry."
  • An international assets management company uses ProspectusBuilder® to produce 200 books - cover-to-cover -- online.

Client comments about ProspectusBuilder

"It used to take us about 30 hours per prospectus...with ProspectusBuilder® we've reduced this to about 3 hours per prospectus."
- Mutual Fund Company

"We can eliminate any inconsistencies between documents and therefore reduce our exposure to liability."
- Annuity Provider

"With ProspectusBuilder® we reduced our (cycle) time from 6 weeks with 20 people to 2 weeks with 5 people."
- Life Insurance Company

"Every time a text fragment changes ProspectusBuilder® calls for a reason to be noted. As a result, we have a record of why things changed and also what the old versions looked like."
- Mutual Fund Legal Counsel

"The cost of ProspectusBuilder® justified itself in six months."
- Mutual Fund Company

"Our editing process used to involve multiple iterations of passing around hard-to-read documents. ProspectusBuilder® enables us to do just one review cycle, either in sequence or to everyone at once, with a version that's much easier to read."
- Mutual Fund Company
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