Q4 WEB – Fund Edition is a complete web site and disclosure management solution for Invested Fund Companies. It provides complete control over all aspects of your public and advisor web sites and allows you to manage all content, functionality and navigation in an easy-to-use ‘Word-like’ interface.
The system automatically captures detailed records of all changes and approvals in a verifiable, time-stamped audit trail and can instantly recall a fully functioning historical duplicate of your site from any point in time. This includes fund disclosures, performance data and all related information.
The product streamlines your disclosure process by automating workflow and by using data feeds from various partners to ensure performance data, press releases and regulatory filings are always up to date and accurate. It also automatically triggers email alerts to all of your subscribers when new product, press releases, presentations and events are updated.
You can integrate Fund Edition with your existing site or use it as the basis for a site redesign.
Q4 WEB – Fund Edition Highlights
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Provides easy, complete content management control over your entire web site and all related invested funds, including all product and site content, functionality and navigation.
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Creates a detailed visual record of disclosure automatically, as changes are made, including all content, documents, images, data feeds, email alerts, etc. Allows this record to recall functioning historic site duplicates from any point in time.
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Unlimited product configuration and attributes for mutual funds, capital units, preferred securities, income trusts, limited partnerships, deposit notes and more.
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Unlimited product attributes including: management, performance, distributions, portfolio holdings, prospectus, press releases, historical NAVs, historical closing prices, regulatory reporting, distribution history, tax information and more.
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Integrated Advisor site with complete user management and personalized “Advisor Targeted” information displayed throughout secure advisor site and within product pages.
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Maps workflow to your disclosure controls and procedures and captures a verifiable, searchable audit trail of each change, who made the change, who approved the change and when the change was made.
View Product Feature Sheet for detailed specifications of Q4 WEB – Fund Edition.
We offer Q4 products in varying configurations to suit a wide range of companies and budgets. Learn more.
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