Creating complex documentation is an enormous undertaking. Teams of experts from multiple departments get involved. Regulations change. Processes for responding to new enrollees continuously change. Data grows and formulas become simple footnotes in a maze of information, reports and compliance reviews. Making sense of all this requires an intimate understanding of the industry and the issues that challenge document development and approval.

Merrill has the expertise and extensive industry experience. We understand the common problems associated with creating and distributing standard filings and reports, and we've developed a series of tools to simplify routines, accelerate production and increase accuracy . As a result, our clients save time and money, improve the satisfaction of those expecting documentation. 

Merrill XBRL Complete is your end-to-end service solution to produce your Risk/Return Summary Section in XBRL Format accurately and reliably.

Merrill N-SAR Manager empowers a team to collaborate simultaneously on various sections of the N-SAR filing while providing multiple tools for expediting the process.

Merrill Build-A-Book streamlines the production and distribution of enrollment communications to new members.

MerrillDPA transforms raw system data into a series of standard shareholder communications without sacrificing flexibility around content or appearance.