Vintage WorkStream Combines Traditional and Automated Publishing for Mutual Funds’ Compliance

New agile document management process matches the publishing and workflow requirements of all Mutual Fund organizations 

NEW YORK, JUNE 08, 2016 / PR Newswire / — Vintage, the capital markets, corporate services and institutional & fund services division of PR Newswire, today announced the launch of Vintage WorkStream and the collaboration with Appatura and their innovative smart component content management and publishing solution, DocuBuilder.

Vintage Workstream is a concierge service for Investment Advisors and their Fund Administrators to produce, SEC file and distribute Mutual Fund prospectus, shareholder reports and marketing materials.

WorkStream-Integrates-Traditional-and-Automated-Publishing-for-Mutual-Funds_V3

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Capable of both traditional and automated publishing, Vintage Workstream is an agile document management platform that allows clients to access the best method of execution based upon the production requirements for each and every job.

Unique in the industry, Vintage Workstream is customizable to best match the publishing volume within a trust and across a series of multiple funds as well as 100% freedom to move between the two publishing workflows, depending on a specific document’s’ unique attributes.

Traditional publishing

  • Simple workflow, lighter client responsibility and à la carte fees
  • Each document managed and created individually by Vintage
  • Favored stream for small complexes with limited series and Shareholder reports 

Automated publishing with DocuBuilder 

  • Component content management workflow for large complexes with multiple funds
  • All documents generated automatically from dynamic pool of approved content and data feeds
  • Reduces redundancies and assures content integrity and design continuity across all funds’ documents
  • Enterprise SaaS platform: shared resource across compliance and marketing teams
  • Generate prospectuses and marketing materials from the same content pool
  • Favored stream for large complexes with multiple series and classes of funds as well as aggressively growing complexes

 “The combination of Vintage and DocuBuilder has created a very client-centric publishing solution for mutual funds,” said Richard Plotka, CEO of Appatura. “It’s a complete 360 degree relationship that allows our clients,  to seamlessly navigate between Appatura’s automated platform and Vintage’s traditional typesetting, print and filing services. We’re very pleased to be working with Vintage. They have clearly positioned themselves to be a leader in execution and customer service which are important to us and our valued clients,” Plotka concluded.  

Vintage WorkStream supports different internal departments and international borders:

  • Compliance: prospectus, shareholder reports, summary pro, SAI, supplements, XBRL/EDGAR
  • Marketing: Factsheets, profiles, commentaries, pitch books, XML/HTML and other data feeds
  • UCITs: Kiid’s and factsheets 

“Our relationship with Appatura assures complexes a smooth publishing execution, regardless if it’s across a large series of prospectuses or a single, ad hoc shareholder report,” said Liam Power, President of Vintage. 

“One measure of success for a Mutual Fund is the continual expansion of the number of funds it manages However, that success can add an overwhelming publishing and filing burden,” explained Power. “Vintage WorkStream was expressly created to help our clients evolve from a traditional, one-document-at-a-time workflow into an automated publishing environment without losing the flexibility and value of working with their Vintage account team,” stated Power. “It’s an intelligent balance that assess speed, volume and of course, price.”

Please visit Vintage today for more information: http://www.thevintagegroup.com

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About Vintage

Vintage, a PR Newswire division, is a top-three provider of full-service regulatory compliance and shareholder communications services, delivered across our three practice areas: Capital Markets, Corporate Services and Institutional & Fund Services.

Founded in 2002 and acquired by PR Newswire in 2007, Vintage has evolved to become the industry’s intelligent value choice. We deliver a flexible balance of people, facilities and technology to ensure that regulatory compliance and shareholder communications processes are efficient, transparent and painless. Services include IPO registrations, transactions, virtual data rooms, EDGAR & XBRL filing, typesetting, financial printing and investor relations websites.

www.thevintagegroup.com

About Appatura.

Appatura, a subsidiary of Havas Worldwide (HAV:FP), is an Smart Content Solutions and  Automated Publishing and Distribution provider based in Ridgefield Park, NJ. They have been focused on delivering technology driven service solutions to the Mutual Fund and other industries for over 30 years.  By offering granular component content management and dynamic distribution in PDF, HTML, XML, XBRL, MSOffice, and other formats simultaneously and in real-time, they have helped change the way clients manage their content and create and deliver their marketing and compliance content and finished materials in the United States, Europe and Asia.

www,appatura.com

About PR Newswire

PR Newswire (www.prnewswire.com) is the premier global provider of multimedia platforms that enable marketers, corporate communicators, sustainability officers, public affairs and investor relations officers to leverage content to engage with all their key audiences. Having pioneered the commercial news distribution industry 60 years ago, PR Newswire today provides end-to-end solutions to produce, optimize and target content — from rich media to online video to multimedia — and then distribute content and measure results across traditional, digital, mobile and social channels. Combining the world’s largest multi-channel, multi-cultural content distribution and optimization network with comprehensive workflow tools and platforms, PR Newswire enables the world’s enterprises to engage opportunity everywhere it exists. PR Newswire serves tens of thousands of clients from offices in the Americas, Europe, Middle East, Africa and the Asia-Pacific region, and is a UBM plc company. http://www.prnewswire.com

Media Contact:

Bradley H. Smith

Director of Marketing, IR and Compliance Services

PR Newswire & Vintage

+1 201.942.7157

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