TORONTO, Nov. 8, 2011 /CNW/ - Broadridge Financial Solutions, Inc.
(NYSE: BR) today announced that Sun Life Global Investments (Canada)
Inc. has started an initiative to use Broadridge Canada's Smart
Document Creation solution for the automated creation of regulatory
Point-of-Sale (POS) Fund Facts documents.
The Smart Document Creation solution will create Fund Facts documents
for mutual funds through an automated document creation process. In
addition to creating the documents, Smart Document Creation will be
integrated into Broadridge's Smart Prospectus service which will then
provide an end-to-end fulfillment solution. This same process will also
be extended to cover MRFPs (Management Report of Fund Performance),
Financial Statements, and other Marketing document requirements.
Donna Bristow, VP Client Management and Strategic Product Development,
Canada, Broadridge commented, "Sun Life Global Investments is a new,
exciting client opportunity for Broadridge. Our teams have worked
closely together to ensure that the document template is customized to
their needs and provides the flexibility necessary for their fund
line-up. With Smart Document Creation being an automated solution, we
will be able to scale quickly and efficiently to support Sun Life
Global Investments as they grow their business."
Broadridge is a technology services company focused on global capital
markets. Broadridge is the market leader enabling secure and accurate
processing of information for communications and securities
transactions among issuers, investors and financial intermediaries.
Broadridge builds the infrastructure that underpins proxy services for
over 90% of public companies and mutual funds in North America;
processes more than $4 trillion in fixed income and equity trades per
day; and saves companies billions annually through its technology
solutions. For more information about Broadridge, please visit www.broadridge.com.
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