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Stop Printing Prospectuses! Are you looking to reduce paper delivery? Want to implement e-delivery or increase your current consent rates? For over 10 years NewRiver has been the leading provider of E-sign compliant consent collection technology. To learn more about our Total E-Consent Solution and 10% guarantee click here.
NewRiver Virtual Document Warehouse Designed for financial firms with in-house print facilities for investor communications, the NewRiver Virtual Document Warehouse will help mutual fund distributors automate inventory management, reduce fulfillment costs and improve their ROI. See our product description or read the press release.
Summary Prospectus The mutual fund Summary Prospectus promises to deliver dramatic cost savings to the industry as well as standardizing how information will be presented to investors. See the February 2008 webcast featuring a panel from Forrester Research, K&L Gates and NewRiver as well as the Forrester Research study, or click here to enter the Summary Prospectus Information Center.
FundPOINT® Sell more funds in less time and at lower cost with FundPOINT Desktop's Compliance Gradesm mutual fund data and analysis: “Prior to FundPOINT, advisors only knew about a subset of mutual funds and had a very narrow focus. Now they can utilize more funds and provide better customer service.” – Operations Manager, National Full Service Financial Services Firm
NewRiver Optimi$erSM Intelligent Delivery just got smarter: This new delivery option leverages even more offset printing to save an additional 10-15% over our normal Portfolio Specific Printing solution. With the NewRiver Optimi$er, you could save a total of 30-45% off traditional catalog-style mailings without delivering a single unnecessary document to your investors.
Get it right with NewRiver Since 1995, NewRiver has partnered with over 200 leading financial firms, helping them improve mutual fund sales productivity, reduce operational costs, and ensure better compliance. Our patented processes and ASP technology for “paperless” electronic compliance and “intelligent” document fulfillment provide smart business solutions that are right on the money, and right for the environment. |
Latest Press Coverage
Money Management Executive: Companies Gear Up For XBRL Reporting
Investment Advisor: Mining Prospectus Data: NewRiver product uses data from prospectuses to meet retirement plan participants’ needs
Securities Industry News: A Prospectus Investors Can Understand by Len Driscoll

Mutual Funds Report:
It's Called 'Class A,' but Is It Best for You?
NewRiver's Russ Planitzer discusses the need for a point of sale rule.
Securities Industry News: Taking the Risk Out of Mutual Fund Compliance by Jeff Levering
More Press Coverage
News NewRiver Joins XBRL US
NewRiver's Commitment to Quality Results in Two ISO Certifications
NewRiver Releases Prospectus Express 2.0 – Expands Technology Platform to Include E-Delivery of Unit Investment Trust Prospectuses
More News
Upcoming Conferences
October 5-7, 2008 NAVA Annual Meeting Philadelphia, PA
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