Reduce the time and cost involved in producing compliance documents for your investment management company.
Streamlined production process
Merrill DPA automatically creates compliance documents, expedites proofs, and eliminates wait time for edits, manual markups, paper routings and data re-keying.
Increased efficiency and accuracy
Easily combine content from multiple sources. Import data and systematically reuse content from a shared library to ensure that edits and updates are made across all documents.
High-quality materials produced quickly
Eliminate the need for specialized creative resources. Easily create and publish stylized documents in multiple formats—EDGAR HTML or ASCII, XBRL.
Advanced security and user permissions protect data integrity. Audit trails ensure required content gets included, and critical items aren’t changed or deleted.
Better user collaboration
Multiuser authoring and editing promotes smoother collaboration, preventing documents from getting stalled in the workflow, and reducing revision and proofing time.
Enables collaborative proofing and editing
Authors and editors can work online simultaneously in the same document with automated user-to-user and system notifications.
Automated dynamic charting
Users can produce and embed high-quality charts—more than 100 line, bar and pie charts using your data points—and view with instant preview.