Thought Leadership  •  April 14, 2023

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Helping CITs Efficiently Manage Regulatory Document Production

Automated solutions seamlessly produce CIT summary plan documents & reports

Collective Investment Trusts (CITs), also known as Commingled Funds, Collective Trust Funds (CTFs) and A2 Funds, are experiencing tremendous growth. As a result, it is becoming increasingly difficult for financial services companies to create, manage and produce the required summary plan documents, disclosures and reports internally. If your firm is developing CIT regulatory documents manually, it may be time to seek out an automated platform that will better manage this complex, time-consuming task.

The Solution: ArcPro® and ArcReporting®

Put to work an end-to-end shared content management solution for all your CIT disclosure and regulatory document needs. With ArcPro® and ArcReporting®, you get an end-to-end management solution that can handle all of your CIT disclosure and regulatory document needs. Discover how to:

  • Leverage shared content to make edits quickly.
  • Utilize a faster workflow and update CIT regulatory documents more efficiently.
  • Produce documents that enhance your brand image in a matter of minutes.
To learn more, download the article below.

Helping CITs Efficiently Manage Regulatory Document Production

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