|
SummaryPro-PLUS is a web-based information portal designed to serve as an industry utility to provide access to all mutual fund disclosure documents necessary to meet compliance requirements of the SEC Summary Prospectus Rule and ERISA 404(c).
Developed by Integrated Technology Partners (ITP), a joint venture of Delta Data and Recognos Financial, SummaryPro-PLUS provides a reliable and cost, effective source of critical mutual fund documents and data to meet compliance mandates and create business opportunity around the Summary Prospectus Rule.
For more information contact Drew Warren at 212.785.5200, ext.378 or visit ITP’s website at www.mfip.info. |
