Solving the Disclosure Management Problem for Compliance & Marketing Teams

Improve risk management and shave hours off the marketing review process.

Synthesis CopyVault Disclosure Management Software

Disclosure management is an essential task for asset management marketing. Unfortunately, most asset managers agree that the way disclosures are managed today is cumbersome, and needs to change. Many firms still rely on weekly meetings, emails back-and-forth, and the sacred “master document” to manage disclosure changes. These processes are inefficient and represent poor risk management. Synthesis helps compliance and marketing teams better-manage disclosure language and distribute it to the teams that need them for marketing and client communications. Streamline your disclosure management process to ensure timely and compliant delivery of marketing and client communications.

Benefits of Disclosure Management for Compliance and Legal Teams

Significantly improve risk management

No longer rely on back-and-forth emails, weekly meetings, and “the master document” to communicate disclosure changes. Create a single source of truth for all disclosures.

Cut-down time spent reviewing marketing and client communications

Ensure Marketing is using the right disclosures on their materials and cut-down on the back-and-forth in the marketing review process.

Comply with regulatory standards

Show the regulators you have a responsible process in place. With a disclosure management solution in place, your firm will illustrate a controlled process around disclosure updates and distribution.

Maintain a complete audit trail

Easily see who or what system used a disclosure at any point in its existence. Review different versions of disclosures side-by-side to see exactly what changed, who made the changes, and when.


Disclosure Management Software for Asset Managers

Benefits for Marketing & Client Communication Teams

Update disclosure language automatically

Integrate our disclosure management software with your content delivery platforms via our secure API. Ditch the tedious tasks of cutting and pasting disclosures into document templates and website CMS systems.

Easily track disclosure changes and get approvals

Streamline change management and approvals of disclosure language. For example if marketing suggests a change, like shortening a disclosure, the updated disclosure will automatically be sent to Marketing upon approval by Compliance.

Understand which communication assets will be affected by disclosure changes

Easily run reports to see a list of every document and web component affected by a disclosure update.

Translate disclosures into many different languages

Integrate CopyVault with internal, external, or automated translation systems to store disclosures in multiple languages and distribute them to global teams.


From the Blog: Five Mistakes Asset Managers Make When Managing Disclosures

Read the Article

Five biggest disclosure management mistakes by asset managers


Get in touch to learn more about our disclosure management system.
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